SALES & CRM / 01
Household and client profiles
Household and client profiles is included as part of the published app starting point.
Sales & CRM
Wealth Advisory CRM
Wealth Advisory CRM gives advisory teams a workspace for households, clients, portfolios, opportunities, advisor tasks, compliance follow-ups, and relationship reviews.
Sign up to install. Sign in to return to your workspace.
Schema, views, workflows, and roles stay connected in one workspace.
Operating threadAdvisory Command Center
- 01Review prioritiesOpen Advisory Command Center to review the records and work…
- 02Keep work currentCreate and update operational records as work moves forward.
- 03Track outcomesUse the app's banking & fintech views to monitor progress and…
One connected Sales & CRM workspace — schema, views, workflows, and roles included.
- 14 Tables included in the app
- 244 Configured across the schema
- 1 Workflow starting points
- 4 Analytics and summaries
- 4 Suggested roles and scopes
What's inside
Wealth Advisory CRM, ready to run.
Wealth Advisory CRM gives advisory teams a workspace for households, clients, portfolios, opportunities, advisor tasks, compliance follow-ups, and relationship reviews.
SALES & CRM / 02
Portfolio relationship tracking
Portfolio relationship tracking is included as part of the published app starting point.
SALES & CRM / 03
Opportunity pipeline
Opportunity pipeline is included as part of the published app starting point.
SALES & CRM / 04
Advisor task management
Advisor task management is included as part of the published app starting point.
SALES & CRM / 05
Compliance follow-ups
Compliance follow-ups is included as part of the published app starting point.
SALES & CRM / 06
Review scheduling
Review scheduling is included as part of the published app starting point.
WORKSPACE / 07
Advisory Command Center
Use Advisory Command Center to manage the core work in Wealth Advisory CRM.
How it works
From published app to your operation.
Use Advisory Command Center to manage the core work in Wealth Advisory CRM.
- 01
Install the app
Create a new app in your workspace from the published catalog copy.
- 02
Review the schema
Start with 14 tables and the included relationships, forms, and views.
- 03
Adapt the workflow
Update fields, Proto workflows, permissions, and reports around the process you actually run.
- 04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Built for the whole team
One workspace, every role.
Operators, managers, and builders work from the same Sales & CRM app.
Daily teams
Run Wealth Advisory CRM with the tables and views needed for repeated operational work.
Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
Ready to extend
Start from a real app structure, then adapt fields, screens, Proto workflows, and reports.
Rollout
From install to operating model.
Adopt the app at your pace — start on day one, then configure, operate, and scale.
- Day 1
Install
Create the app, inspect the included schema, and open the first records.
- Week 1
Adapt
Rename fields, add missing views, and connect the first Proto workflow.
- Month 1
Operate
Move real work through the app and refine reports from production usage.
- Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
FAQ
Common questions.
What gets installed with Wealth Advisory CRM?
The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.
Can I change the app after installing it?
Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.
Start
Start with the complete application.
Wealth Advisory CRM installs as a normal ERP·AI app in your workspace — edit tables, views, workflows, and roles freely. ERP·AI handles product access and any implementation support.
Product access
Published app
Install a working Sales & CRM workspace with real structure on day one.
- 14 Tables
- 244 Fields
- 1 Proto
- 4 Reports
Operational rollout
Scoped to your team
Configure, migrate, validate, and launch the processes your team runs every day.
- Process and role configuration
- Data migration and integrations
- Launch and ongoing support
Support
Bring us the real operation.
Questions about fit, migration, or rollout? Talk with the team that can connect the software to the way your operation works.
support@erp.ai