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
The commencement of workflows is often as important as the workflow itself. Your processes can be started in a myriad of ways to suit your process including;
Some workflows start with a form interactions. This could be a form created using the Process Designer and published on a company intranet. These interactions can also occur on an external form in another application or on a website.
Workflows can be scheduled to start running on a given date, a computed date, or on defined intervals. You can also create a workflow to figure out when the start date should be.
Trigger events can be any number of things that happen in other systems, workflows, or monitored data sources.
Workflows can automatically be commenced when new data is entered or if the data entered meets certain requirements.
We believe the visualisation of your workflows is the most important aspect of any workflow tool so that your team can quickly and easily see where every process is at.
For this reason our Process Engine visually displays the status of every workflow and exactly what tasks have and have not yet been completed.
The Process Engine clearly illustrates which steps and / or tasks have been completed and which ones are yet to be actioned.
If your workflows have different paths that can be processed, the process engine will clearly illustrate which pathway the workflow has proceeded through.
This provides you with the ability to proceed down different paths, for example;
Decisions can be based around any data or numerical equation which provides endless capabilities to design workflows that suit your business process.
The current step is always highlighted so you can very easily see where each workflow is at.