Build your ideal

'process stack'

Captegra partners with industry-leading applications so you can build the ideal tech stack within your process.


Our open API and access to the Salesforce AppExchange create a wide range of possibilities for your firm.

Financial Planning & Advice Tools

We integrate with the industry’s leading financial planning tools to unify your client data and to help you deliver exceptional client experiences.

A blue and yellow logo for hub 24 on a white background.
A blue and white logo for netwealth on a white background
It is a logo for a company called Iress.
A blue and yellow logo for hub 24 on a white background.
The fourth line logo is blue and white on a white background.
A blue oval with the word intelliflo on it.

AI Integrations

Enhance you productivity through custom AI integrations.

The logo for calendly shows a calendar and the word calendly.
The logo for docparser is blue and black on a white background.

Productivity Apps

Improve collaboration and operational efficiency by connecting Captegra with some of the industry’s most popular business management tools.

The logo for calendly shows a calendar and the word calendly.
The logo for docparser is blue and black on a white background.
A black and white logo for a company called docusign.
A blue dropbox logo on a white background
A blue and white logo for filecloud by codelathe.
The gift pay logo is blue and orange on a white background.
The google drive logo is a green , yellow , and blue triangle.
A blue onedrive logo with a cloud in the middle
The openai logo is a green and black logo with a knot in the middle.
The outlook logo is a blue square with an envelope inside of it.
The pandadoc logo is green and black on a white background.
A logo for qwilr with an arrow in a circle
A blue and orange logo for ring central
A blue salesforce marketing cloud logo on a white background
The sharepoint logo is a blue square with a cloud in the middle.
A tick logo with a green check mark in a diamond.
A red and white logo for twilio on a white background.
A blue circle with the word xero on it
A blue zoom logo on a white background

Marketing & Communications Apps

Track client and prospect engagement within Captegra

by integrating with your favourite marketing automation, email and event management platforms.

The campaign monitor logo has a purple envelope on it.
A black and white logo for mailchimp with a monkey wearing a hat.
A blue salesforce marketing cloud logo on a white background
A blue cloud with the words salesforce pardot on it

Salesforce Appexchange

Our solution integrates seamlessly with the Salesforce AppExchange, allowing any third-party app to be installed directly into the platform to enhance functionality. Whether it’s for data visualisation, workflow automation, or AI-driven insights, businesses can easily extend their solution to meet evolving needs. This flexibility ensures that new tools can be integrated without disrupting core processes, creating a customised, scalable platform.

A blue cloud with the words salesforce appexchange on it