AFSL Compliance Platform
Everything you need to manage your AFSL responsibilities.
Financial Planning Suite
Everything you need to run your financial planning practice.
The engine that drives everything allowing you to automate compliance, maximise efficiency and grow profitability.
View our list of growing integrations and apps that can be used within the Captegra platform
View App Library
View our list of prebuilt workflows that you can quickly and easily implement into the Captegra platform
View Process Library
View our list of Partners that can help you optimise compliance, maximise efficiency and grow your profitability
View Partner Library
Are you looking for ideas to automate your business? Take a look through our pre-built 'Flows'.
Advice Document Design
Are you looking to redesign your advice documents and potentially how you deliver advice?
View Our Advice Documents
Do you want to improve your processes in order to enhance client service and ultimately grow your profitability?
View Our Process Optimisation Methodology
Utilise our paraplanning service to dramatically reduce the cost of your advice generation.
View Our Paraplanning service
Our Governance, Risk & Compliance module allows you to manage every responsibility of your AFSL from adviser registers to committees and all of your monitoring and supervision audit requirements.
Manage all of your AFSL Audit Groups, Audits and Question Sets.
Manage your meetings, agendas and minutes all in one location.
Maintain 1 list of all of your AFSL compliance responsibilities.
Maintain a single repository of all your AFSL Policies & Guidelines.
Manage all of your AFSL and Adviser registers in one location.
Automate all of your AFSL reporting and even link to your committees.