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AFSL & Financial Planning Governance, Risk and Compliance (GRC) application

An easy and affordable AFSL Governance, Risk and Compliance suite

Overview

Captegra provides industry leading compliance functionality using the power of Salesforce and easy-to-use and cost-effective governance, risk, and compliance (GRC) solutions for Financial Planning AFSL holders.

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  • Manage all of your adviser and AFSL registers

  • Automate your monitoring and supervision

  • Manage your committees, meetings, agendas and minutes

Captegra GRC assists AFSL's in achieving best-practice Governance, Risk and Compliance (GRC) standards with risk assessment, incident management, monitoring & supervision features as well as integrated dashboards and reports.

Categories

Business Needs
IT & Administration
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package