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AFSL Governance, Risk & Compliance

Monitor, manage and automate your AFSL responsibilities.

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Financial Planning Suite

Streamline your financial planning business.

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Visual Process Designer.

Architect, Integrate and automate while ensuring your business efficiency is maximised.

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Contact us today to discuss your options!

The Captegra platform has a range of solutions and integrations to make your practice more efficient.



 

 

 

AFSL Compliance Platform

We provide a solution to help you manage your governance and compliance requirments
 

  • adviser on-boarding
  • all adviser registers
  • all AFSL registers
  • Compliance calendar
  • Risk Register
  • adviser off-boarding
  • adviser audits, pre-vetting etc
  • AFSL Committees
  • CPD training
  • Automated workflows

 

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Financial Planning Suite

We help you continously automate operations automate all business processes apply consistent business rules get work done integrate other technologies

 

  • simplify client management
  • find and engage new clients
  • manage your leads
  • track your revenue
  • automate your compliance
  • streamline your workflows
  • integrate third party applications
  • design new business models
  • master your data
  • maximise your efficiency

 

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Process Designer

We help organisations continously automate operations automate all business processes apply consistent business rules get work done change as fast as they can

 

  • drag & drop workflow designer
  • visual editor
  • visual processor
  • endless integrations
  • automate any process
  • predesigned workflows
  • easy setup
  • integrated forms
  • integrated business rules
  • endless possibilities

 

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Automate with clicks - not code!

Captegra automates workflow processes using an integrated set of graphical tools that allow for the creation of workflows, active forms and system integrations without writing code. These designs are built and tested using visual, drag and drop - no code - design tools. Resulting flows are built in a fraction of the time of other methods - and are easier to evolve as the business requirements change.

 

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APP Library

Use our App Library to integrate your chosen technologies into your day to day processes without losing any efficiency.

 

  • integrate with any App API
  • Apps are built into your process
  • endless workflow models
  • endless opportunities
  • open architecture platform
  • drag and drop integrations
  • integrate in seconds
  • Apps are no longer disruptive

 

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Partner Library

Our Partner Library allows you to easily and efficiently work with your partners to help you achieve your business goals.

 

  • Business consultants
  • Compliance consultants
  • Practice managers
  • Content partners
  • Strategy partners

 

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Process Library

Our Process Library provides you with a extensive list of predefined financial planning business processes to help you maximise your efficiency as soon as possible.

 

  • extensive list of processes
  • integrated training
  • excellent support
  • benefit from our experience
  • 1 click installation
  • up & running in minutes

 

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