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
Every AFSL needs committees to manage the ongoing responsibilities of the Licence. From advice & compliance committees through to investment committees, every committee has a certain range of responsibilities and oversight that they need to manage. For this reason we have built strong functionality within our Committees to provide you with efficiencies that can not otherwise be achieved.
Maintain each of your AFSL Committees within the platform including;
Continue reading for more information on our committees functionality including;
All your committee meeting information will always be accessible simply by a click of a button.
Establish recurring meetings for each of your committees to ensure that your committee members have each meeting scheduled in their calendars.
Using Agenda Templates you can now set up a standard agenda for each of your committees ensuring that each topic is covered in each meeting.
Import items directly from your Compliance Calendar into your meeting agendas. Ensure all of your compliance responsibilities are raised, discussed and minuted.
Record all your meeting minutes within the platform to ensure you maintain full record keeping in line with your responsibilities.
Speed up your minutes taking process by using our Minute Templates. By setting up your meeting minute templates, you can quickly apply minutes to each agenda item during your meetings.
If you need to vote on any of your agenda items or meeting minutes simply use the voting functionality that will allow your committee members to vote publicly or anonymously.
This is perhaps the most powerful feature (so far) of our Committees functionality. You can now predefine the reports that you want to be automated and linked to each Agenda Item. For example, in your quarterly compliance committee you might have a quarterly agenda item to discuss your AFSL's audit results. Now, with the automated reporting, you can have all of your audit reports automatically create and attach themselves to the Committee Meeting Agenda.
This provides substantial efficiencies as no longer do you need to utilise manaual resources to generate all the different reports for all of your committee meetings.