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
Mastering your data is the key to efficiently managing your business and the core of every financial transaction and every financial decision is data.
Our datafeeds are powered by two technologies in order to provide you with the most accurate method of accessing your client's data.
By using the power of the InvestmentLink Platform, users gain access to the largest data source in Australia.
Connect directly to over 300 funds, super funds, platforms, wraps, banks and credit card providers, as well as a further 300 feeds through InvestmentLink Real Time (ILRT).
View the Datafeed list
Some product providers and platforms are starting to embrace new technologies that focus on API's. Without getting technical, API's offer the ability to get data when you need it rather than processing millions of transactions every night. While the take up is slow, this method provides greater accuracy of the data in your platform.