Capital Markets

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Key Impact

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Digitize and Streamline the pitch book development process with PowerPoint collaboration amongst team members and stakeholders

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Digitally distribute and assign document sections to individuals with configured views to only show what’s relevant to them and One Click Save for uploads to the tool

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Seamlessly integrate workflow & approval management that is configurable to coordinate multi-step approvals and permissions

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Live linked documents keep updated comparable tables that can be automatically ingested into documents and presentations

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Track progress with live dashboards allowing business managers to stay informed on demand and track slides development and client deliverables

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Easily create tasks for associates to gather information and research on companies

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Automatically merge approved slides to the overall presentation

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Automated Notifications sent via email on assignment and completion of tasks


Key Features

Capital Markets Key Features



Dashboards

View the progress on all the projects you care about in one personalized space.

Collaboration

Cultivate a happy and communicative workplace by pooling all of your team’s skills and strengths in one location.

Document Version Tracking

Quickly locate a document’s original and edited versions, so that collaboration and frequent revisions don’t slow you down.

Notes

Make to do lists, take meeting notes, brainstorm, or quickly jot down an important phone number in your personal Notes.

Live Linked Documents

Working documents automatically updated as edits are made to source documents.

Create Teams

Create your game winning teams, share and communicate to keep everyone in the know.

Easy to Use

Triyo was designed with usability in mind for maximum efficiency and ease of use.

Documents

Easily and effortlessly upload, edit, and collaborate on Word, PowerPoint, and Excel documents with your team.

Tasks

Effortlessly create tasks for you or assign tasks to others!

Projects

Create and organize initiatives, projects or tasks for your team to collaborate on.

Approvals

Keep your project moving forward and expedite decisions with customizable approval processes, mapped to your directory.

Instant Chats

Quickly clarify a task with a colleague, without clogging up your e-mail.

E-mail Alerts

Keep up to date, plan your day and stay on top of your projects with ease.

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1-888-409-8347