Institutional-grade performance, risk, and compliance analytics — built on Anthropic's enterprise AI platform, purpose-engineered for independent wealth managers.
The quantitative power of a bulge-bracket bank, delivered as a fractional service for independent wealth managers. We provide the evidence you need to prove value, manage risk, and ensure compliance.
For Wealth Managers, DFMs, and Family Offices in the UK, Netherlands, Switzerland, and the United States (€0.5B - €20B AUM).
On February 10, 2026, an AI product launch wiped $20 billion off wealth management stocks. Two weeks later, Anthropic launched financial services plugins — LPL and Orion immediately partnered. On February 27, Anthropic raised $30 billion at a $380 billion valuation. Norway's sovereign wealth fund now uses Claude for ESG screening. The message: AI-powered analytics are no longer optional.
We built institutional-grade analytics on Anthropic's platform before the industry caught up. Your clients get the analytical depth of firms 10x your size. Your regulators get audit-proof evidence. Your month-end closes get cut in half.
of independent wealth managers now use AI — but only 10% strategically
of generic AI fails on investment management tasks
wiped off wealth management stocks in one day after an AI product launch
Sources: Charles Schwab RIA & AI Study (Jan 2026), DeepVest AI Investment Research (Feb 2026), Bloomberg (Feb 10, 2026)
We don't just provide high-level advice; we deliver a comprehensive suite of institutional-grade analytics. Here is exactly what our engine produces for you:
Every metric backed by our 10-tab FULL_CALCULATION_PROOF_V3.xlsx: data provenance, methodology reference, 85%+ CFA-level verification, and regulatory mapping. Satisfy auditors. Silence skeptics. Give clients clarity they've never seen.
Every engagement includes our proprietary 10-tab Full Calculation Proof — complete audit trail from raw data to final metric.
Tab: 1_Summary
28 verified metrics with CFA Level mapping and PASS/FAIL status
Our analytics are not just for performance; they are your compliance toolkit. We provide the specific, quantitative evidence required by regulators in your target markets:
€3,500/month
€0.5B - €2B AUM
Powered by our proprietary AI analytics engine — the same Anthropic-based infrastructure now being adopted by the industry's largest platforms.
€6,500/month
€2B - €10B AUM
Full deployment of our AI-driven attribution analysis, factor decomposition, and drift monitoring — delivering the analytical depth that previously required a dedicated quant team.
€12,000/month
€5B - €20B AUM
Your firm operates with the same AI-powered analytical capabilities as firms managing $50B+ — fully integrated into your workflow, branded as yours, indistinguishable from an in-house quant function.
Beyond our core monthly tiers, we offer specialized project-based engagements to address specific analytical and compliance needs:
Comprehensive review of your performance reporting against GIPS 2025 standards. Includes calculation verification, methodology documentation, and remediation roadmap.
Typical: €8,000 - €15,000
AI-powered custom risk framework development for specialized asset classes, leverage strategies, or multi-currency portfolios. Built on Anthropic's platform to deliver institutional-grade model precision. Includes model validation, backtesting, and integration guidance.
Typical: €18,000 - €35,000
AI-enhanced platform evaluation to identify the right measurement system for your firm. We evaluate vendors against Anthropic-powered analytics capabilities, ensuring you don't settle for inferior technology. Includes requirements gathering, vendor comparison matrix, and implementation roadmap aligned with regulatory needs.
Typical: €15,000 - €25,000
All add-on services can be combined with your monthly tier or delivered as standalone engagements. Schedule a consultation to discuss your specific needs.
Building AI solutions for regulated industries since 2016 — from predictive analytics for Shell and Eneco, to clinical AI diagnostics with WHO partnerships, to financial automation for government. A decade of institutional analysis across ING, Microsoft, and the World Bank. CFA candidate. MIT-trained in data science. CapX100 is where both converge: AI-powered, institutional-grade investment analytics for wealth managers who need the infrastructure without the overhead.
Schedule a free Performance and Risk Health Check. We will show you exactly where your current analytics fall short of institutional standards — and what it takes to close the gap.
Schedule a Free Diagnostic Call →