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 is an open architecture platform that allows you to integrate with any third party application that has its own API. No longer do you need to maintain an ecosystem of individual 'disruptive' apps. Let Captegra integrate these into your day to day workflows using our Process Library.
We are always on the look out for awesome applications to be integrated into the Captegra Process Designer.
Our aim is to help our clients become super efficient at what they do!
Ask us if we can integrate your application!
If you're looking for an integration that is not in our current list, please provide us with further details in the form below.