Premium Digital Experiences for Your Clients. Zero Overhead
Deliver advanced financial tools under your brand without the cost of building them in-house.
No credit card required
Clients’ expectations are changing
Investors demand seamless digital experiences. AI-driven insights, instant reports, and premium tools they can access anytime.
Most brokers and wealth managers face the same challenges:
- Building these tools in-house is expensive
- Smaller teams don’t have the time or technical expertise
- Competitors offering premium experiences win more clients
Your Brand.
Our Technology.
Your Brand. Our Technology.
Capnote makes it easy for you to deliver premium digital experiences without the heavy costs of building in-house.
With our white-label solution, you can:
Offer Advanced Tools Under Your Brand
Launch AI-powered reports, insights, and dashboards fully customized with your firm’s branding.
Pay Only for What You Use
Flexible packages that fit your budget and scale as your needs grow.
Create New Income Streams
Charge clients for access to premium digital tools and generate additional revenue without extra overhead.
Why Choose Capnote
Deliver premium client experiences, reduce costs, and grow your business—all without building technology in-house.
Increase Productivity & Save Time
Automate financial workflows and reporting with one click. What used to take weeks of manual work now takes minutes, so you can focus on what really matters.
Improve Risk Management
Stay ahead of risks with AI-driven insights and custom alerts. Capnote processes data from multiple sources to give you a clearer picture, helping you make safer, more confident decisions.
Lower Costs
Cut expenses with smarter automation. By replacing repetitive tasks and sourcing affordable data, Capnote helps you reduce overhead while gaining more flexibility.
Earn More Income
Turn your expertise and data into revenue. Capnote gives you tools to create premium digital experiences and monetize your knowledge.
Improve Risk Management
Stay ahead of risks with AI-driven insights and custom alerts. Capnote processes data from multiple sources to give you a clearer picture, helping you make safer, more confident decisions.
Lower Costs
Cut expenses with smarter automation. By replacing repetitive tasks and sourcing affordable data, Capnote helps you reduce overhead while gaining more flexibility.
Increase Productivity & Save Time
Automate financial workflows and reporting with one click. What used to take weeks of manual work now takes minutes, so you can focus on what really matters.
Earn More Income
Turn your expertise and data into revenue. Capnote gives you tools to create premium digital experiences and monetize your knowledge.
Improve Risk Management
Stay ahead of risks with AI-driven insights and custom alerts. Capnote processes data from multiple sources to give you a clearer picture, helping you make safer, more confident decisions.
Increase Productivity & Save Time
Automate financial workflows and reporting with one click. What used to take weeks of manual work now takes minutes, so you can focus on what really matters.
Earn More Income
Turn your expertise and data into revenue. Capnote gives you tools to create premium digital experiences and monetize your knowledge.
Lower Costs
Cut expenses with smarter automation. By replacing repetitive tasks and sourcing affordable data, Capnote helps you reduce overhead while gaining more flexibility.
How It Works
Get started in minutes. See results faster than ever.
Sign Up
Create your free account in just a few clicks. No credit card required.
Customize Your Workflows
Generate instant reports, automate data processing, or set risk alerts.
Save Time & Grow
Turn weeks of manual work into minutes, make smarter investment decisions.
I love Capnote’s one-click memos and would pay for it even if that was the only feature the platform had. It really helps me save time and do my job better.
Capnote makes a large variety of information easily accessible. I particularly like the value chains and ability to see the interaction between two or more companies.
My favorite piece of functionality is the drill down under the value chain for a company. Capnote has also been helpful as far as monitoring key risk factors for my portfolio.
Frequently Asked Questions
What is Capnote?
Who is Capnote for?
Do I need to be a finance expert to use Capnote?
No. Capnote is designed to be simple and intuitive. Whether you’re an experienced professional or just starting out, the platform helps you get more done with less effort.
How much time can I actually save?
Is there a free plan?
Can I use Capnote with my clients?
How do I get started?
Save Time and Earn More
From instant reports to monetizing your expertise, we help you cut the noise, work smarter, and unlock new opportunities.
