These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Stock Trading Platform
- Get started
Get Stock Trading Platform running in four steps.
Start with one desk's counterparties, accounts and open instructions.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Stock Trading Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Stock Trading Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe your desk, your team and the first process you want to run.
Prepare the first operating cycle
Start with one desk’s counterparties, accounts, instruments and open instructions, and run a month of trading live before adding further desks.
- Organizations and eligible counterparties.
- Trading accounts with custodian IDs, and the instrument list.
- Open instructions and working orders with their provider IDs.
- Who prepares, who reviews and who reconciles.
Review before release
A stale-revision decision is refused, an inactive counterparty is refused, a duplicate execution is ignored and nobody approves their own work. Reconcile open instructions, fills and positions with your providers, invite the team with their roles and release the reviewed configuration.
Set up Stock Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.