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AFSL & Financial Planning Governance, Risk and Compliance (GRC) application
by Captegra Group Pty LtdSalesforcePaid
Manage governance, risk and compliance activities for AFSLs in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAdmin and developer tools
UPDATED ON MARKETPLACE
What it does
Provides risk assessment, incident management, monitoring and supervision features for AFSLs. It includes dashboards and reports, adviser and AFSL registers, and tools for committees, meetings, agendas and minutes.
Key capabilities
from the Salesforce AppExchange listingRisk assessment
Provides features for conducting risk assessments.
Incident management
Provides features for managing incidents.
Monitoring and supervision
Supports monitoring and supervision activities.
Registers management
Manages adviser and AFSL registers.
Committee administration
Manages committees, meetings, agendas and minutes.
Dashboards and reports
Provides integrated dashboards and reports.
Who it's for
AFSLs.
In the catalog
464 plugins in Salesforce Platform · Admin and developer tools
Price distribution: 274 free, 25 freemium, 165 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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. Manage all of your adviser and AFSL registers Automate your monitoring and supervision Manage …»
Official marketplace listing
Marketplace
Publisher
Captegra Group Pty Ltd
Updated on marketplace
Facts verified