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
Our Reporting solution combines powerful reporting features with an easy-to-use, MS Word compatible word processor.
Intuitive, drag-and-drop, standalone report designer to create feature-rich reports without writing a single line of code.
Powerful reporting engine to manipulate data with a rich set of features such as sorting, filtering, grouping, summaries, aggregation, calculated fields, and parameters.
Create and view reports with interactive features such as drill down, drill through, and hyperlink.
Generate reports as PDF, Excel, CSV, and image formats, and share them with others.
Our simple drag and drop Report Designer allows you to easily build your own reports and visualise the data that is important to you and your team.
Choose from a range of different chart and widget options to ensure you can visualise the data exactly the way you want to see it.
Easily build interactive reports that allow you to quickly filter and drill down into your data.