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
Adviser Onboarding (and Offboarding) can often be a complicated and time consuming process due to the myriad of background checks that are required and the information that needs to be obtained.
With a well defined and structured workflow the onboarding process can be dramatically improved through a series of integrations, forms, document generation, tasks and automated communications.
You can automate your adviser onboarding process via implementing a well designed workflow that might include;
Create an online form to allow your new adviser to upload all of your required information, ie,. training registers, SoA's etc.
Automate your background checks via our integration with CV Check.
Assign the tasks to your team members to review the information provided. Easily request more information from the adviser if required.
Upon approval, automate the generation of all of your adviser agreements and even letters to fund managers to commence the transfer process.
If you're looking to improve the efficiencies of onboarding new advisers contact us now.