Wealth Management Platform

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  1. Wealth Management Platform
  2. Use Proto with this system
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Put an AI agent to work in Wealth Management Platform

Prepare and review instructions, orders and reconciliations with Proto.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Wealth Advisor: List my instructions waiting on review or the provider, with amount and counterparty.
  • Compliance Reviewer: Show instructions in review whose counterparty eligibility note mentions a limit.
  • Operations Analyst: List evidence lines waiting for verification and receipts marked needs review.
  • Portfolio Accountant: Show households without an approved snapshot for last month end.

What stays with a person

  • Review decisions, order authorizations, evidence verification and reconciliation approvals stay with the configured people and their permissions.
  • Proto does not give investment advice or submit instructions.
  • It prepares lists, explanations and configuration for review, using the signed-in person's access.

Review decisions, order authorizations, evidence verification and reconciliation approvals stay with the configured people and their permissions. Proto does not give investment advice or submit instructions. It prepares lists, explanations and configuration for review, using the signed-in person's access.

Set up Wealth Management Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started