AFSL Compliance Platform
Everything you need to manage your AFSL responsibilities.
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
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
Looking to deliver advice differently?
Contact the Captegra team to see how our paraplanning solutions might help your business.