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 Dashboard solution lets you connect to almost any data, compose dashboards, visualise with widgets, and efficiently organise and share it with others.
Transform your data into visualisation in minutes and make better business decisions quickly using our powerful dashboard designer application that lets you compose dashboards quickly.
All the commonly used data sources, including Microsoft Excel, CSV, SQL Server, PostgreSQL, Salesforce, JSON and RESTful web services are supported.
Collaborate with your team to transform visualisations into great results using our secure dashboard server with flexible sharing options.
Generate reports as PDF, Excel, CSV, and image formats, and share them with others.
Our simple drag and drop Dashboard Designer allows you to easily build your own dashboards 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 dashboards that allow you to quickly filter and drill down into your data.