Portfolio Intelligence

Every question answered before the meeting.

From portfolio analysis to confident advice

The complete picture

One question. The whole portfolio. Ask EmberX to analyze any client portfolio and see performance, allocation, income, risk and progress toward goals in one sourced view, in seconds.

AMAnalyze Sophia Bennett’s portfolio.

✧ Sophia Bennett · risk 3 of 5 · as of 23 Oct

$18.4M+6.1% YTD · goal 7%2.8% income

Equities 62%Fixed income 35%Cash 3%

Technology at 18% against a 12% planHoldings
Income $515K against the $640K goalGoals · Sep
$1.5M capital call due 15 DecemberCobalt notice

What’s driving performance

Go beyond the headline return. See what’s contributing, what’s holding the portfolio back and how it compares with its benchmark and the client’s objectives. Then ask the follow-up in plain language.

From benchmark to Sophia’s returnYTD · pts

Risks and scenarios

Understand today’s exposures. Anticipate tomorrow’s risks. Identify concentrations and allocation drift, then stress-test the portfolio against market shocks to see which holdings are most exposed.

AMWhat if equities fall 20%?

−9.8%−$1.8M✧ Scenario

Inside her tolerance−15% limit · risk 3 of 5

US growth fund

−$0.6M

TSMC ADR

−$0.5M

S&P 500 ETF

−$0.4M

Everything else

−$0.3M

Turn insight into action

From what matters to what comes next. EmberX connects what it finds with the client’s needs, the bank’s latest investment views and suitable products, so the advisor sees the opportunity, not just the issue.

AMHow should we fund Sophia’s $1.5M call? We have $0.6M in cash.

✧ $0.9M to find

Trim technologysell $0.9M

Bond callNov, expected

Lombardfacility

Ready by 15 Dec

✓ Settles T+2

If called

✓ Immediate

Fits the CIO view

✓ Underweight tech

Neutral

Cuts concentration

✓ 18% → 13%

—

Suitability

✓ Suitable

Review

Draft the proposal

Ready for the conversation

Complex analysis. Clear client conversations. Turn the review into a concise, client-ready summary of performance, what mattered and the next steps, for the advisor to check and send.

✧ 27 holdings checked against the CIO Q4 view

1 inconsistent4 on watch22 consistent

TechnologyCIO: underweight18% → 12%

Short durationCIO top call3% → 10%

Private creditShe has none; plan has 10% alternatives0% → 5%

Gold hedgeCIO: buy0% → 2%

Send to SimulationDraft client statement

Suitability checkedRisk disclosures attachedAdvisor decides

Better prepared advisors. Better informed clients.

For advisors
Less preparation. More time for thoughtful, personalized advice.
For clients
Clearer answers and proactive guidance, grounded in their goals.
For institutions
Consistent investment intelligence across every advisor and portfolio.

Powerful intelligence. Institutional control.

Portfolio Intelligence operates within the data, tools, permissions and policies your institution authorizes.

Numbers you can trust.
Returns, exposures and scenario results are calculated by approved analytical tools, not generated by the language model. AI interprets and explains the results.
Every conclusion, grounded in evidence.
Advisors can trace any portfolio insight back to the underlying data, the calculations and the institutional sources behind it.
Your data. Your rules. Your decisions.
Existing access permissions determine what each advisor can see. Suitability and product-eligibility rules inform the analysis, and advisors retain control of every client-facing recommendation.

Explore AI governance and model controls →

See Portfolio Intelligence in action.

See how EmberX turns your portfolio data, investment views and guidelines into advice every advisor can act on.

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Built around your custody feeds, model portfolios and private-banking workflows.