• The #1 A.I Operating System For Finance

Harness The Future For
High-Performance Financial
& Investment Management

Finance is changing. Don’t get left behind! Capnote helps you use modern tools, A.I & big data. Generate profitable insights, automate workflows & earn.

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 “Capnote has significant benefits for financial intelligence, time saving & productivity.” – Rand Merchant Bank

  • About Capnote

Our mission is to empower the financial success of organizations & individuals in a more digital world.

Digitization is an unstoppable global force that’s changing finance & investing. There are new asset classes like cryptocurrency. There’s exponentially more data to consider for good financial decision-making. Modern digital experiences are more important for the next generation of financial customers. Businesses, professionals & investors across the world need help or risk getting left behind.

That’s why an international team of experienced financial & technology professionals have created Capnote. It’s a customizable operating system that leverages proprietary patented technology, A.I, big data & robotic process automation to enhance financial management & the monetization of digital assets, data or content.


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Leverage proprietary patented technology to improve your financial performance.

Accelerate digital transformation. Provide teams & customers with better digital experiences.

  • Tailored Industry Solutions

Smarter Financial Decisions
Require Better Data Processing

Our team & technology are dedicated to helping you access tools & techniques the elites use to navigate the markets, make informed  financial decisions & be more productive. 

Investors

Reducing information asymmetry and enhancing data processing bandwidth are key to improving investment performance. Use Capnote to discover actionable insights, save time and source personalized information.

Family Offices

Perform like a larger team by automating workflows. Bridge gaps in expertise and connect the dots across industries and asset classes. Use Capnote on a private-label basis with private data to discover new insights.

Financial Advisors

Use Capnote’s technology to track data, customize early warning systems and deep dive into portfolio diversification. Expand services by creating modern digital experiences that deepen customer engagement.

Brokers & Exchanges

Expand service offerings and create differentiation by using Capnote on a private-label basis to create engaging digital experiences. Earn more income by monetizing data, content and expertise personalized to customers.

Banks

Use data more productively to improve risk management and discover hidden exposure in portfolios. Get more done and save time by automating repeated workflows such as financial statement analysis, credit memos and research.

Insurance

Good data management lies at the heart of discovery and decision-making for risk management. Identify common exposure across portfolios which ca drive contagion. Capture and utilize customer data to enhance services.

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