Upgrade to
Advised account
No need to pick out projects yourself - Capitalia can build a professional loan portfolio for you based on your specifications. Free trial for 3 months!
What the Advised account includes
If you would like to take a more relaxed and passive approach to building your loan portfolio with Capitalia, we can build and manage a diversified portfolio for you. We would interview you for your investment preferences and create a personalized investment plan for your approval. Every quarter you will receive a detailed report on the performance.
Automatic investments
Tax and cash flow reports
Early access to investments
Personalized investment strategy
Administration of loan portfolio
Detailed quarterly report
Servicing fee
10% from profits, free of charge for the full first quarter.
Advantages
of the Advised account
Priority
Never miss a project. Your investments are booked first
Passive
You can be involved as little as you wish
No fixed fee
You pay only from the profits you make