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
The Captegra Platform provides powerful 'in application' word processing functionality allowing all documents to be generated within the platform. No more downloading documents, version control and visibility concerns that exist with standard locally saved documents.
With our document generation tool, you can now have 1 repository for;
Your users will enjoy a WYSIWYG, MS Word compatible, web-based, cross-browser editor that will allow them to create powerful reporting templates and documents anywhere - in any browser on any device.
Your documents can now be protected by restricting the formatting and editing of the document's content. This allows you to create AFSL compliant documents and ensure that certain text, sections or the entire document can not be altered in anyway.
Changes are visually marked up and also available in the new sidebar Tracked Changes that lists all changes with a timestamp and author information. This allows multiple users to collaborate by working on the same document.