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
Captegra makes it easy for anyone to design workflows, integrations and automations, with no programming skills required. And to make it even easier, we have created our Process Library where you can chose from our growing list of predesigned workflows.
Empower your team to build integrations that enable business processes to be automated. It is a simple, easy to use interface that enables your team to design workflows visually.
Design your workflows as simple and as complex as you’d like with any combination of apps, triggers & actions, conditions, loops, error handling, and more. Enhance your workflows over time by simply dragging new actions into your workflow.
Build your integrations iteratively with easy version control. Rollback to older or upgrade to newer versions - you will never lose any work.
The Captegra Process Designer automates your processes using an integrated set of visual tools that allow for the creation of workflows, active forms, third party app integrations and endless automation, without writing code. These designs are built and tested using visual, drag and drop - no code - design tools. Resulting processes are built in a fraction of the time of other methods - and are easier to evolve as your business requirements change.
The key element in any workflow tool is what can it do and from a tool perspective, what that really means is what's in the toolbox. Our Process Designer has a comprehensive set of pre-built steps that can be simply dragged and dropped into your workflow process. From simple user task management to complex transfer of data to third party applications, our Process Designer allows you to build what ever process your team can envisage.
A lot of workflows in financial planning follow similar patterns. For instance strategy implementation, ongoing reviews and general client management. The Captegra platform includes our Process Library, which includes a set of workflow templates that can be loaded and modified in your visual design environment so that you can get up and running a lot quicker.
The Process Designer provides a comprehensive set of visual tools to automate your processes – integrating user tasks and third party apps to provide true business optimisation. The Process Designer will allow you to achieve efficiency within your AFSL or financial planning practice that you've never seen before.
Your workflows are created by simply adding steps to the diagram, configuring properties, and attaching these steps in sequence. With over 200 steps in the library, our Process Designer goes well beyond a simple task reminder system – allowing system interactions, data manipulation, workflow nesting, branching, and merging and many other types of interactions.
Our simple drag and drop Process Designer allows you to easily build your business processes and clearly see the process flow.
Select from our continually growing list of integrations so that you can use your preferred applications and optimise your efficiency.
View a list of our prebuilt integrations in our App Library.