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Financial Planning Suite

 

Financial Planning Suite

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.

 

Powerful Calendar

Manage all of your meetings quickly and easily including all appointment workflows.

Manage all of your meetings quickly and easily including all appointment workflows.

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Datafeeds

Your platform decisions can now revolve around which provide offers you the most efficiency.

Your platform decisions can now revolve around which provide offers you the most efficiency.

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Document Generation

Provide your team with an easy to use online document generation tool.

Provide your team with an easy to use online document generation tool.

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Goals Based Advice

Implement a goals based advice approach into your business.

Implement a goals based advice approach into your business.

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Goals Based Portfolios

Link the client's portfolios to their goals and track progress.

Link the client's portfolios to their goals and track progress.

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eSoA

Delivery advice more efficiently and track all your client's interactions.

Delivery advice more efficiently and track all your client's interactions.

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Endless Integrations

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.