Portfolios that start from the plan, not the product list.
Build model and virtual portfolios per client goal, driven by their risk profile and capacity for loss. Track allocation and performance against the plan, see risk and drift at a glance, and rebalance when markets move — standalone, or reading the KYC profile your client already completed in CapEmber Office.
Illustrative preview · allocations driven by the scored risk profile
Goal-based portfolios
A portfolio per goal — house deposit, retirement, school fees — sized against amount and time horizon.
Risk you can see & steer
Allocations driven by the scored attitude-to-risk and capacity-for-loss data. Drift and concentration are visualised, and rebalancing suggestions keep the portfolio on plan when markets move fast.
Standalone or connected
Full product on its own. Connect a CapEmber service key and client KYC, risk and goals sync automatically.
Be first in line when it launches.
Early-access members shape the roadmap.