For solo & small firms

The back office of a big firm — without the headcount.

When you're the adviser, the paraplanner and the admin team, hours are the scarce resource. CapEmber takes the preparation, note-writing and record-keeping off your desk so you can spend your time with clients, not behind them.

Start your 14-day free trialSee pricing
Full-featured trial · No card required to start

Get your evenings back

Briefings prepared in seconds and meeting notes drafted for you. The admin that used to eat your evenings becomes a quick review-and-approve.

Compliance without a department

An append-only audit trail, WORM backups and an encrypted client file mean you can pass scrutiny you don't have a team to prepare for.

Pricing that fits one desk

A simple per-firm subscription with unlimited clients, and pay-as-you-go AI from a budget you control. No enterprise minimums, no seats you don't need.