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
No matter how many different 'types' of Audits you want to setup, the platform will handle them all. From your standard annual adviser audit group where every adviser is audited annually through to onboarding, pre-vetting and even automated SoA audits. Our combination of Audit Groups, Audits, Workflows and Questionnaires ensures you can design any process that meets the needs of your AFSL.
The GRC platform allows you to establish what we call 'Audit Groups' for different auditing purposes such as;
Best of all, each audit group can have it's own predefined audit questions and audit process providing a greater level of efficiency for each individual audit. Utilising the Process Designer, each audit process can automate actions such as;