Cloud solutions tailored to financial planning.
The world of financial services is complex and more demanding than ever before.
with our state-of-the-art CRM, powered by Salesforce.
Improve
Efficiencies
Enhance Client
Engagement
Optimise your workflow
Increase Team Retention
Powerful Features for Integrated Client, Time, Compliance,
Finance, and Reporting Management
CRM
Automation Cloud
Presentation Cloud
Modelling Cloud
File Cloud
Revenue Cloud
Compliance Cloud
Client Portal
Benchmark Cloud
Looking for a solution that is more than just a CRM?
Automate your client onboarding processes to streamline the client journey
Enhance your client engagement with:
> Full Financial Planning data model - Clients, SMSF, Trusts, Companies & Partnerships
> Visualized client data for clear insights
> Automated email archiving
> Automated calendar synchronisation
> Full document management integration
> Detailed Pipeline and Opportunity reporting
> Unlimited customisable dashboards and reports
Experience Australia's premier advice templates
Craft personalised, compliant advice documents effortlessly
> Seamless integration with Xplan for advice document management
> SoA & RoA templates curated by Captegra
> Achieve a 100% Audit Rating on SoA templates by FourthLine
> Benefit from industry-leading audit results
> Perfectly aligned with internal or outsourced paraplanning
> Unrivaled goal tracking capabilities
> Complete revenue tracking and reporting
Efficiently implement advice solutions
Enhance implementation efficiency with streamlined workflows
> Identify critical bottlenecks in the businesses workflow
> Automate processes
> Reduce errors and time taken during implementation
> Track essential implementation steps seamlessly
> Utilise an integrated eSignature solutions for greater efficiency
> Access comprehensive revenue tracking and reporting capabilities
Dramatically enhance the efficiencies within your review processes
Transform your client review processes with exceptional efficiency
> Streamline and automate client reviews effortlessly
> Integrate with Calendly for faster meeting confirmations
> Automate client milestones to stay on track
> Unlimited data validation rules for cleaner CRM data
> Automated workflows for FDS, Opt-in, and Annual Agreements
> Enable automated Fee Consent workflows
> Enhance client engagement with a dedicated community portal
Automate, Automate, Automate
Realign your practice towards growth and delivering superior outcomes for clients
> Automate the mundane tasks that don't contribute value.
> Seamlessly integrate with hundreds of workflow tools
> Fully automate business processes for optimal efficiency
> Streamline email storage with complete automation
> Simplify client booking through automated processes
> Enjoy a fully integrated document management system
> Benefit from a seamlessly integrated audio file note system
Automate your compliance & reporting
Incorporate compliance seamlessly into your processes to ensure nothing is overlooked
> Maintain AFSL Registers and Policies effortlessly
> Manage Authorized Representative Registers, including training records
> Automate Committee Meetings for efficient scheduling and reporting
> Monitor and report breaches promptly and accurately
> Integrate SOA audits with leading platforms like Forthline & Tiqk
> Utilise automated Exception Reporting for proactive compliance management
Simplify your app ecosystem.
Centralise tools for efficiency and savings
Supercharge productivity. Streamline work by doing it, and seeing it, in one place.
100+ years of combined experience.
With over 100 years of combined industry experience, our founders and team members have more than 25 years of expertise in software and business practices. Imagine the depth of knowledge and insights gained from over a century of dedicated focus on software and business strategies. This level of expertise is what sets Captegra apart as the ultimate management tool for the financial services industry.
100+
Years of combined experience
2000+
Happy customers
using our product
8x
Growth over
the past year
100+
Features & capabilities
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