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

By Captegra Group Pty Ltd

An easy and affordable AFSL Governance, Risk and Compliance suite

No Ratings
Starting at $100   AUD/user/month
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Business Need
IT & Administration

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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Captegra AFSL Governance, Risk & Compliance App/2021.06.16 1.4.0
Listed On
07/02/2021
Latest Release
03/02/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 31
Custom Tabs: 27
Custom Apps: 7
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/01/2021

Additional Details

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.

Need help?

Captegra Group Pty Ltd

Ongoing support offered together with implementation services.

Support Phone1300 258 276
Other ResourcesEmailTerms & Conditions