AI-Native. Not AI-Bolt-On.
Enterprise Reasoning,
at Machine Speed.
NTRRPA/AI builds AI-native operations platforms for Wealth Management —
international settlement, corporate actions and multi-currency custody — with
Claude™ for reasoning and Databricks™ for data governance at their core.
Architectures From
Anthropic™ · Claude™
Databricks™ · Unity Catalog
AWS™ · Bedrock
NTRRPA/AI™ · Data Moats
Altus Wealth
Wealth Management Operations,
Reasoned End to End.
The settlement pipeline, the corporate actions that hit it, the custody positions
beneath it and the accounting spine that has to reconcile with all three —
under one reasoning engine, over one governed data layer.
International Settlement
Claude™ predicts DK, RVP and DVP fails 24–72 hours ahead of settlement date, factoring local market cut-offs, currency corridors, custodian SLAs and counterparty history.
- Settlement pipeline across T+1 and T+2 markets
- Pre-settlement action recommendations with reasoning
- Cross-border coverage through local CSDs
US & International Corporate Actions
Entitlement calculation for mandatory and voluntary events — dividends, splits, mergers, tender offers, rights issues — with elections generated and positions reconciled.
- Withholding tax by residency and treaty rate
- Proration modelling on capped elections
- Holders reconciliation across DTC and internal sources
Multi-Currency Nostro & Depot
Firm house and client accounts across USD, EUR, GBP, JPY, HKD and beyond. Movement reconciliation, FX exposure aggregation, break identification and Claude™-driven resolution.
- Nostro and depot movement reconciliation
- Stock loan, borrow and recall position netting
- Break management workflow with audit trail
Control Accounts & General Ledger
The accounting spine: control accounts for cash, securities, positions, P&L, receivables and payables, with GL postings from every settlement event and a Claude™-computed narrative.
- Chart of Control Accounts for international trading
- Drill-through from posting to source event
- Integrated SWIFT 15022 and ISO 20022 messaging
The Core Benefits
Why AI-Native Beats AI-Bolt-On.
Legacy systems added AI as a widget on top of decades-old rules engines. NTRRPA/AI
was built around Claude™'s reasoning and Databricks™ governance from
the first line of code.
01
Reasoning, Not Just Detection
Claude™ explains why a settlement is at risk, why an entitlement changed, why a break formed — in plain language, with confidence scores.
02
Governance, Not Black Boxes
Databricks™ Unity Catalog enforces lineage, permissions and audit at every layer. Every AI decision traces back to the exact data that produced it.
03
Speed, Not Just Automation
Corporate action processing that takes 27 hours today runs in seconds. Exception triage that took 45 minutes now takes 20 seconds.
04
Audit-Ready by Design
Every AI decision is logged with its input data, retrieved context, reasoning chain and confidence score. Regulators see the full chain from raw data to final action.
05
Progressive Autonomy
Start at 60–70% straight-through processing with human-in-the-loop; scale to 95%+ as confidence is proven against live outcomes. No big-bang go-live risk.
06
Domain Intelligence Embedded
SWIFT 15022 and ISO 20022 flows, corporate action entitlements, multi-currency settlement, custody and depot movements — the platform ships knowing your business.
Live Demo Metrics
The Proof, in Numbers.
Measured from our live Altus Wealth proof-of-concept environments.
27.4h → 15.1s
Processing
10 CA Events
94%
Claude™ Confidence
Unilever Tender
91% avg
AI Confidence
All CA Types
4 CSDs
Cross-Border
Settlement
The Wealth Management Data Moat
Global Broker Dealer & Custodian; Full 15+ Years of Wealth Management Transaction History, 200+ GB of actual data — Embedded, Historic Actual Valuation of $102 Billion (2001 - 2017).
Domestic and International. Every Trade, Every Settlement Event, Integrated with Every Corporate Action - VOLUNTARY & MANDATORY, Every Custody Movement. Not a training dataset. A live RAG knowledge base Claude™ reasons against on every prompt. This is unique to NTRRPA/AI and it is what makes the confidence scores possible.
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