Audit-Proof Investment Analytics.
Embedded in Your Team.

The quantitative power of a bulge-bracket bank, delivered as a fractional service for European 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, and Switzerland (€0.5B - €20B AUM).

The Mid-Market Capability Gap

Regulatory Burden is Now an Analytical Problem

FCA Consumer Duty, MiFID II/III, ESMA guidelines, AFM conduct rules, DNB governance, and FINMA/FinSA requirements demand quantitative, auditable proof. Regulators require evidence that you're delivering fair value and managing risk. Most firms lack the infrastructure to produce this evidence systematically.

Fee Compression Demands Proof of Alpha

Vague promises of "outperformance" are no longer enough. Clients demand granular performance attribution using institutional-grade methodologies (Brinson-Fachler, Fama-French 4-factor). Need defensible, auditable reporting to justify fees and demonstrate skill.

The €200,000 Talent Gap

Senior quant analyst costs €150,000-€270,000 per year. Out of reach for most mid-market firms. Creates critical capability gap vs bulge-bracket players in performance analytics, risk modeling, and regulatory compliance.

An Institutional-Grade Analytical Engine

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:

The Unassailable Audit Trail: Your Defense Against Doubt

In a world of black boxes, we deliver irrefutable proof. Every metric, every report, and every number is accompanied by our proprietary 10-tab FULL_CALCULATION_PROOF_V3.xlsx file. This comprehensive audit trail includes:

  • Data Provenance: Source of every data point (custodian export, benchmark, methodology)
  • Methodology Reference: CFA/GIPS formula library with 30+ institutional-grade calculations
  • Verification Status: 100% metric validation—every calculation is tested, with over 85% passing all CFA-level checks in our latest benchmark
  • Compliance Mapping: Each metric linked to specific regulatory requirements (FCA, MiFID, ESMA, AFM, DNB, FINMA)

Use this to satisfy regulators, silence skeptical investment committees, and provide your clients with a level of clarity they have never seen before. With CapX100, there is no room for doubt.

Every engagement includes our proprietary 10-tab Full Calculation Proof — complete audit trail from raw data to final metric.

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Tab: 1_Summary

28 verified metrics with CFA Level mapping and PASS/FAIL status

Turn Regulatory Burden into a Competitive Advantage

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:

🇬🇧 United Kingdom

  • FCA Consumer Duty: Fair value evidence with risk-adjusted return metrics and cost-impact analysis
  • MiFID II/III: Suitability and appropriateness proof with robust risk profiling and scenario analysis
  • GIPS 2025: Performance reporting with chain-linked TWR and full calculation transparency

🇳🇱 Netherlands

  • AFM Conduct Rules: Quantitative evidence of fair dealing and client suitability
  • DNB Governance: Risk management and internal control documentation with audit trail
  • MiFID II/III: Full compliance with suitability and appropriateness requirements

🇨🇭 Switzerland

  • FINMA/FinSA: Enhanced client reporting and risk disclosure mandated by Swiss law
  • Suitability Proof: Quantitative evidence of risk-adjusted returns and mandate adherence
  • Audit Trail: Complete calculation proof and methodology documentation

📋 ESMA Guidelines

  • Stress Testing: Rate shock scenarios, liquidity risk management, and tail risk analysis
  • Performance Disclosure: Standardized reporting with CFA/GIPS compliance
  • Risk Transparency: VaR, CVaR, and scenario analysis across regulatory scenarios

Simple, Transparent Pricing

Insight

€3,500/month

€0.5B - €2B AUM

  • Monthly Performance Attribution
  • Quarterly Risk Review
  • Strategic Quarterly Call
  • Full Calculation Proof
Most Popular

Analytics

€6,500/month

€2B - €10B AUM

  • Everything in Insight +
  • Weekly VaR/CVaR Reports
  • Fixed Income Analysis
  • Drift Monitoring
  • Board-Ready Reports

Embedded

€12,000/month

€5B - €20B AUM

  • Everything in Analytics +
  • Custom Stress Testing
  • Monte Carlo Simulations
  • Daily Monitoring
  • Direct Access to Abshir

Additional Project-Based Services

Beyond our core monthly tiers, we offer specialized project-based engagements to address specific analytical and compliance needs:

GIPS 2025 Compliance Audit

Comprehensive review of your performance reporting against GIPS 2025 standards. Includes calculation verification, methodology documentation, and remediation roadmap.

  • Full calculation proof review
  • Methodology gap analysis
  • Remediation recommendations

Typical: €8,000 - €15,000

Custom Risk Models

Tailored risk framework development for specialized asset classes, leverage strategies, or multi-currency portfolios. Includes model validation and integration guidance.

  • Asset-class-specific models
  • Backtesting & validation
  • Implementation support

Typical: €12,000 - €25,000

Performance System Selection

Strategic advisory on performance measurement platforms. Includes requirements gathering, vendor evaluation, and implementation roadmap aligned with regulatory needs.

  • Requirements definition
  • Vendor comparison matrix
  • Implementation planning

Typical: €6,000 - €12,000

All add-on services can be combined with your monthly tier or delivered as standalone engagements. Schedule a consultation to discuss your specific needs.

About the Founder

Abshir Sharif

Abshir has spent years mastering the quantitative methodologies used by the world's leading investment banks — Brinson-Fachler attribution, Fama-French factor analysis, GIPS-compliant performance measurement, and advanced risk modeling. He personally built the CapX100 RiskEngine v1.0 from the ground up, engineering the same analytical depth that bulge-bracket firms rely on internally. He founded CapX100 with a single mission: to make that institutional-grade analytical power accessible to the mid-market firms that need it most but could never afford to build it themselves.

Connect with Abshir on LinkedIn →

Frequently Asked Questions

Ready to Transform Your Analytics?

Schedule a free 2-hour Performance and Risk Health Check. No obligation. Just a conversation about your analytical gaps and how CapX100 can help.

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