Build model and virtual portfolios per client goal, driven by their risk profile and capacity for loss. Track allocation and performance against the plan. Works standalone — and when connected to IFA Office, it reads the KYC profile your client already completed.
A portfolio per goal — house deposit, retirement, school fees — sized against amount and time horizon.
Allocations driven by the scored attitude-to-risk and capacity-for-loss data, not gut feel.
Full product on its own. Connect a CapEmber service key and client KYC, risk and goals sync automatically.