Workflows
X

 

Workflows

Using our Process Designer you are able to build and automate workflows for everything within your financial planning practice.

 

     
 

Powerful workflows

Every aspect of a financial planning business should (and can be) run by a workflow to enable as much automation as possible. For this reason, and based on over 20 years of designing processes for the financial planning industry, the Captegra Process Library will provide you with everything you need to design your own efficient business model.