Captegra is a process automation platform designed to help the financial services industry comply, advise and invest in a more efficient, trusted and secure way.
Their Governance, Risk & Compliance module allows you to manage every responsibility of your AFSL from adviser registers to committees and all of your monitoring and supervision audit requirements.
Captegra makes it easy for anyone to design workflows, integrations and automations, with no programming skills required. Also, they have created a Process Library where you can choose from their growing list of predesigned workflows.
Enzumo provide software solutions designed to help businesses operate more efficiently and compliantly. Their aim is to maximise performance through clarifying opportunities, improving systems and enhancing processes to harness the power of technology more effectively.
With Enzumo’s help, they can improve your productivity, find more time for clients and enhance the customer experience.
The YTML group, is a leading advice technology and consulting partner providing a wide range of innovative product solutions to a diversified client base including the big 4 financial institutions, major dealer groups and smaller businesses.
With their experienced professional team, they will help businesses maximise profitability by reducing the cost of servicing clients and improving client engagement.
Experience quantum improvements in efficiency, productivity and profitability. CCUBE is the first end to end wealth management platform, developed by technology and advice experts to enhance business agility and future proof your business.
Choose the degree of autonomy you want to give clients; spend less time on repetitive administrative tasks, and simple drop and drag SOA and workflow management coupled with streamlined data feed processing.
Ensure a positive first impression for your valued clients. Take control of your FoFA compliance requirements, with visibility and transparency over your practice or dealer group, simply at a glance.
Understand your compliance obligations at Client | Adviser | Practice | Dealer Group level. Set aside your excel spreadsheets and be visually guided to view upcoming due dates, including FDS and Opt-in, as well as review dates.
SecurePay has worked with Australian businesses for more than 15 years, helping more than 40,000 businesses on their e-commerce journeys. They offer a wide range of online payment solutions, including SecurePay Online Payments – a complete online payments solution – as well as various payment gateway solutions.
They are an Australian company, with their team of payment specialists based here for help and advice when you need it.