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
Every component of the Captegra Financial Planning Suite has been designed with efficiency in mind and this is due to the power of the Process Designer.
Check out some of the features below that you would expect from a financial planning tool, or click on any of the features in the left menu.
Manage all of your meetings quickly and easily including all appointment workflows.
Your platform decisions can now revolve around which provide offers you the most efficiency.
Provide your team with an easy to use online document generation tool.
Implement a goals based advice approach into your business.
Link the client's portfolios to their goals and track progress.
Delivery advice more efficiently and track all your client's interactions.
By using Captegra's Process Designer, you are now able to disrupt without disruption and integrate with a growing list of third party applications. By using the workflow integrations you are now able to build any third party application into your day to day processes providing endless opportunities.
Check out our App Library to see which applications might suit your business model.