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- Wealth Management Platform
- Get started
Get Wealth Management Platform running in four steps.
Start with one advisor's client book and one custodian the operations team can reconcile.
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 Wealth Management Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Wealth Management 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 firm, the people who advise, review, trade and reconcile, and the custodians you use.
Prepare the first operating cycle
Pilot one advisor’s client book with one custodian. Route new instructions through review, verify evidence for each one and reconcile one month-end before adding advisors.
- Counterparties with contacts and eligibility notes.
- Instruments, custodian accounts and household groupings.
- Open instructions and orders with their current status.
- The last approved month-end positions and household values.
Review before release
Return an instruction and approve the revised version. Retry a submission and check one receipt results. Reject evidence with an unexpected fee. Approve a complete household snapshot and reject one with a missing corporate action. Invite the pilot team with the agreed roles, confirm reviewers and operators, and release the reviewed configuration. Expand once the first month-end closes cleanly.
Set up Wealth Management Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.