Captegra
Captegra is a process automation platform tailored for the financial services industry to enhance efficiency, trust, and security.
Our Governance, Risk & Compliance module helps manage AFSL responsibilities, from adviser registers to committees and audits. The Financial Planning Suite, powered by our user-friendly Process Designer, enables anyone to create workflows, integrations, and automations without programming skills. Integrated with PleaseSign, Captegra makes sending documents for signing seamless and efficient.