CapEmber is the AI-native client platform for financial advisers — pre-meeting briefings, a live in-meeting assistant, AI-drafted emails and a compliant client file, all in one place.
One click before each meeting: who the client is, what changed since last contact, open concerns, fact-find gaps and compliance flags — drawn from their real file.
During the conversation, CapEmber suggests clarifying questions, spots fact-find gaps and flags risks in real time — grounded in the client's history, not generic tips.
Drafts and replies written from the client's actual circumstances, in your tone. Reusable templates for reviews, onboarding and follow-ups. You always edit before sending.
Correspondence auto-filed, meeting notes and summaries generated as Markdown + PDF, manual uploads — one repository per client, always audit-ready.
Syncs your calendar, creates Zoom and Teams meetings, pulls cloud recordings and transcripts, and turns them into structured notes, action items and fact-find updates.
Master accounts see the whole practice and assign clients to advisers; junior accounts see only their own book. Every action lands in an audit trail.
Sensitive data is encrypted at rest with AES-256-GCM. Documents and backups are encrypted before they ever leave the platform — your storage provider only sees ciphertext.
Write-once backups with compliance retention dates, on your own storage provider or ours — built with FCA record-keeping, GDPR and DORA expectations in mind.
Hosted in London. Role-based access, per-firm isolation and an append-only audit trail of who did what, when.
then a simple per-firm subscription