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 APL's within the platform and link to your preferred research house.
Best of all, if and when the status of a product within your APL changes, you can automate the commencement of a predefined process using the Process Designer.
Maintain each of the key risks of your AFSL and ensure they are managed and monitored via one of the AFSL Committees.
Maintain your AFSL registers including;
Maintain all of your adviser registers in one location ensuring you have 100% visibility of your adviser data;
The Process Designer also allows you to build your own processes around what occurs when entries are made to any of these registers ensuring your procedures are always followed inline with your AFSL Policies.