• Enterprise Solution

Customize & White-Label Capnote For Your Business

Accelerate your growth and expand your service offering by using Capnote in-house for your team or with your clients. You can even customize the platform and remain in full control of the user experience.

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Used by thousands of investors & institutions around the world.

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  • Our Services

Productivity Solutions For All Financial Teams

Save time whilst improving the breadth and depth of research, due diligence and risk analysis. Collaborate more easily with cross functional teams for enhanced alignment.

Banks

Save time whilst improving the breadth and depth of research, due diligence and risk analysis. Collaborate more easily with cross functional teams for enhanced alignment.

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Wealth Management

Augment the expertise and knowledge base of small teams. Invite clients onto your private platform to personalize your service, increase engagement and deepen relationships.

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Consulting

Program your expertise and knowledge into your private platform. Save your data and analysis. Use repeatedly for sophisticated client engagements and eCommerce.

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Corporate Treasury

Help in-house treasury or corporate finance teams be more productive. Enhance planning and scenario analysis. Look more deeply into supply and value chains for risks or concentrations.

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Association & Events

Provide a differentiated experience. Facilitate networking, partnership development and commercial opportunities. Earn income by charging a fee to join your private Capnote platform.

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Education & Training

Modernize financial education and literacy with a private social network, current and historical data sets, the ability to create a digital library and create automated modules for every class.

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Tailored to Your Needs

  • Re-brand a white-label platform to enhance your market profile.
  • Save time with A.I powered tools for workflow automation & data processing.
  • Own and use your private data and expertise more effectively.
  • Enhance collaboration with a private social network that you control.
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  • IT Services & Consulting Company

"Financial services companies in North America could unlock up to US$140 billion in productivity gains and cost savings, if they employ new technologies that help improve the efficiency and effectiveness of their workforce."

Accenture

  • Management Consulting Company

"Automation and artificial intelligence are poised to reshape the finance function. Knowing what to automate and managing the disruption can lead to a new era of productivity and performance."

McKinsey

  • Financial Professional Resource

"With advances in technology expected to deliver even greater levels of automation, treasurers will see more of their time freed up for added-value strategic work that provides valuable insights and analysis to C-suites."

The Global Treasurer

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