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
ASIC's Regulatory Guide 104.21 says it pretty clearly. ASIC expects you to:
Using our Process Designer you are able to build and automate workflows for everything within your AFSL.
Every aspect of an AFSL should (and can be) run by workflows to enable as much automation as possible. For this reason, and based on over 20 years of designing processes for the financial planning industry, the Captegra Process Library will provide you with everything you need to design your own efficient and compliant AFSL business model.