Professional & Social Collaboration

Enhance financial collaboration with colleagues, advisors, specialists and educators.

It has often been said that finance and investing are team sports with the best results achieved following collaboration with colleagues, advisors, specialists and educators. Capnote enhances financial collaboration in a number of ways.

Make new connections, follow them and build your audience by being followed. Users can set their profiles to public or private and indicate if they are open to being found and making new connections. Capnote recognizes that some users are keen to socialize while others may prefer to only use the platform’s analytical tools.

Users can tag each other and leave comments on items such as news articles, posts and even on specific numbers in the financial statements.

View your friends’ financial interests, discover regions, industries or companies they may be watching to enhance your conversation with them.

Users can share portfolios and work on them together by leaving comments or adding and removing items.

For organizations that license a Capnote enterprise platform, all conversations will be restricted to only members of your organization or client list and remain totally private to you. All conversations will be data that is owned by your company.


Here is what our users are saying…

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.
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.
Financial Risk Manager
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.
Capital Markets Banker

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