Advisor network application
Apply to join the Capivise Advisor Network.
Tell us where your practice is genuinely useful. Every application is reviewed before portal access or live matching can be enabled.
No payment is due with this application.
If approved, you will review the commercial terms before participating. Any fee attached to an accepted introduction is paid separately through Square’s secure checkout.
Network application
Tell us about your practice and where it fits.
Applications enter the Capivise management review queue. Approval creates an advisor record and secure portal invitation, while live matching remains paused until verification and operating requirements are complete.
Before you begin
Back to the advisor network overview
- Use your professional email address.
- Have CRD or IARD information available if applicable.
- Describe specific experience, not general marketing claims.
- Do not include client names or confidential information.
- You will not be asked for payment-card details on this form.