AI built in — not bolted on.
Most adviser software was designed before modern AI existed, and it shows: the AI is a sidebar, the data is siloed, and the compliance story is an afterthought. CapEmber was built the other way round.
Most adviser software was designed before modern AI existed, and it shows: the AI is a sidebar, the data is siloed, and the compliance story is an afterthought. CapEmber was built the other way round.
Briefings, the live meeting assistant and email triage are grounded in the client file and woven through the workflow — not a chatbot in the corner.
IFA Office, Investment Tracker and Cashflow Modeller share a single encrypted record. Your client answers once; every product benefits.
AES-256 encryption, WORM backups, UK data residency and an append-only audit trail — built for FCA record-keeping, GDPR and DORA from day one.
Designed around the way FCA-regulated firms actually work, hosted in London, with your choice of AI model and pay-as-you-go usage you control.
Adopt one product and add the others when you're ready. Nothing forces a big-bang migration — start where it hurts most.
Cancel anytime and export your data. No lock-in, no card to start a trial, and storage your provider only ever sees as ciphertext.
"The difference you feel is that the software is working with you — not making you feed it."