Get Wealth Advisory CRM running in four steps.

Click Get started to create your ERP.AI account, then use Proto to configure Wealth Advisory CRM for your business. Describe the advisory organization, the household review routine and the people responsible for preparation and independent decisions.

Choose a household account with a current advisory opportunity and a review due for assessment. Bring its account code, primary contact and eligibility context. Match the Relationship Owner to the correct platform user and organization, and nominate an independent Sales Manager.

Prepare the imported assets snapshot and documented risk profile with the supporting meeting outcome and documents. Agree the meaning of expected USD value and the evidence required for customer acceptance. Use the implementation plan to put the records in dependency order.

Run the review through submission, independent decision and completion. Rehearse rejection and correction using a fictional household case. Try self-approval, a stale revision and an equivalent retry. Inspect the resulting decision and operation receipt with Auditor.

Before expanding the advisory book, confirm that a Won outcome needs acceptance evidence and a win date, a Lost outcome needs a reason, and both leave the open forecast. Check account and document access with an out-of-scope user. Resolve connection exceptions with their named owner and invite the team once the pilot evidence is understood.