Capnote helps you save time, serve clients better, and grow your bottom line.
Today’s investors expect modern, seamless digital experiences—AI-powered insights, instant reports, and tools they can access anytime.
Capnote makes it easy for you to deliver premium digital experiences without the heavy costs of building in-house.
Launch AI-powered reports, insights, and dashboards fully customized with your firm’s branding.
Flexible packages that fit your budget and scale as your needs grow.
Charge clients for access to premium digital tools and generate additional revenue without extra overhead.
Deliver premium client experiences, reduce costs, and grow your business all without building technology in-house.
Offer your clients modern, intuitive dashboards, mobile tools, analytics, and portfolio visuals. but under your brand and with no in-house development required.
Scale gradually. Only pay for the modules and features you need. Avoid big upfront investment in tech you might not use.
You can charge your clients for access to premium tools and insights. In effect, your investment becomes a profit center.
Use AI-driven insights and automated monitoring to detect, assess, and mitigate risks before they erode client portfolios or your reputation.
Get started in minutes. See results faster than ever.
Tell us about your requirements and get a tailored demo with custom pricing.
We set up a private, white-label version of Capnote that matches your brand.
Use it internally with your team, or create new revenue streams by offering clients access at your own price.
I was drawn to Capnote by its ability to automate data-driven financial workflows. My investment banking team were able to try it at a reasonable rate and found significant benefits for productivity and time saving.
As an independent financial advisor, I found Capnote to be an effective and cutting-edge digital experience for my clients. I particularly liked it as a white-label platform that’s customizable. It saved me a lot of money and time.
Get an in-depth overview of our solution: features, architecture, pricing models, customization options, and use cases.
We follow a modular “pay-for-what-you-use” model. You only pay for the features and capacity you need. There are no hidden costs — all updates, support, and maintenance are included.
Don’t lose your clients to larger institutions with deeper pockets. Offer the same premium experience, without the cost.
Tell us about your goals, our team will reach out to explore how Capnote can help you create smarter financial experiences.
