Capital Markets


Key Impact


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


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


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


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


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


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


Automatically merge approved slides to the overall presentation


Automated Notifications sent via email on assignment and completion of tasks

Key Features

Capital Markets Key Features


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


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.


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.


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


Effortlessly create tasks for you or assign tasks to others!


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


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.