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
Maintain all of your AFSL Policies & Procedures within the platform and achieve full visibility of which advisers have or have not read the information. Linking your policies & procedures into the Process Designer also allows you to;
Best of all, you can meet your AFSL responsibilities by using the Process Designer to implement procedures within your AFSL that are 100% inline with your policies.
Transform your server based word documents into online policies so that you no longer have version control issues or old documents within your adviser network.
Using our online document generation tools you can manage all of your policies within the platform itself.
Track all the changes that anyone is making on your policies so that you have a full history of each document.