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
Managing your time and appointments is one of your most important tasks. For this reason, our calendar has a myriad of features to ensure your time is always maximised both within your calendar and of course, using the calendar itself via easy resource scheduling, rescheduling appointments through editor pop-ups, drag and drop, and a resizing action.
Clicking or tapping on events displays their important details, such as subject and timing, along with edit and delete options.
Easily synchronize events with Google or Outlook Calendar.
Click and drag the pointer over the scheduler cells for multiple cell selection. You can do the same with keyboard shortcuts.
Display the event scheduler layout with specific time durations by hiding the unwanted hours.
Indicates the current date with a highlighted date header, as well as marks accurately the current time on all views.
Use our pop ups to quickly and easily add an event to your calendar.