Wealth Firm Command Center
Client onboarding, operating queues, approvals, exceptions, service health and cross-domain oversight for authorised firm administrators.
Wealth Management · Financial Advisory · Enterprise AI
Numerish Wealth360 Enterprise AI
A governed operating platform for wealth firms, financial advisers, portfolio teams, brokers, trading operations, family offices and corporate treasury — connected to the wider Numerish ERP360 enterprise fabric.
Enterprise wealth operating model
Bring client, advisory, portfolio, compliance and treasury operations into one controlled workspace.
Wealth360 is designed for organisations that need more than a CRM or portfolio screen. It connects prospecting, onboarding, suitability, compliance, investment operations, securities workflows, settlement context, commissions, finance and treasury through role-aware processes and auditable state transitions.
It can be purchased independently on the included Numerish platform runtime or attached to an eligible ERP360 tenant. Managed subdomains and verified custom domains are supported without creating a separate application fork.
Role-aware workspaces
Purpose-built workplaces for the people who run wealth and treasury operations.
Queues, approvals, exceptions and evidence are scoped by tenant, legal entity, branch, client and role so every team works inside its permitted operational boundary.
Adviser & Relationship Workspace
Prospects, households, client files, meetings, advice workflows, follow-ups and governed AI assistance with clear permission boundaries.
Portfolio & Investment Operations
Portfolio accounts, instruments, monitoring, investment workflows, research context and operational review without bypassing execution controls.
Trader & Broker Desk
Orders, RFQs, quotes, best-execution review, suitability/appropriateness, conflicts, commissions and maker-checker gates.
Compliance · AML · Risk
KYC/KYB/CIS, beneficial ownership, sanctions/PEP screening, adverse-media review, source-of-funds/wealth and EDD decision workflows.
Corporate Treasury
Cash positions, liquidity, pooling, investments, FX/hedging, guarantees, debt, intercompany funding and treasury policy controls.
Settlement · Custody · Finance
Settlement evidence, breaks, reconciliations, commission context and controlled Accounting360/Tax Fabric hand-offs.
Client Self-Service
Self-scoped profile, CIS, KYC documents, agreements, meeting actions, portfolio/trade status and notifications without exposing internal investigations.
Platform & Assurance Operations
Runtime certification, domain verification, connector governance, Public API administration, audit evidence and controlled platform exceptions.
Connected wealth lifecycle
From prospect to monitored portfolio and controlled financial operations.
Each stage can participate in approvals, notifications, audit history, exception handling and downstream integrations without turning AI assistance into uncontrolled execution.
01Discover & prospect
02Onboard & identify
03KYC / AML / EDD
04Plan & advise
05Portfolio & instruments
06Trade & review
07Settle & reconcile
08Monitor & report
ERP360 interlink fabric
Specialist wealth operations on a shared enterprise foundation.
Wealth360 connects to shared Numerish services so identity, commercial control, finance, tax, APIs, notifications, knowledge, support and audit do not become duplicated silos.
Accounting360Tax FabricPricingHubAPI360Notification360Knowledge360 / Help360Support360Workflow Adviser AIAI Monetization & GovernanceConnectorHub
Enterprise governance
Controls designed for regulated, high-value financial operations.
Maker-checker & resource-scoped RBAC
High-risk decisions can require independent approval while access is constrained by tenant, entity, branch, client and operational resource.
Runtime-certification guardrails
Protected bank, securities, settlement, regulatory and autonomous actions remain fail-closed until the deployed runtime has approved evidence.
Audit & evidence lineage
Material transitions use correlated, auditable state changes rather than informal screen-only approvals.
Governed AI assistance
AI can assist with research, summaries, recommendations and workflow guidance while permissions and policies remain authoritative.
Least-privilege Public API
Tenant API credentials support controlled intake/status use cases with idempotency and signed webhooks; protected execution is not exposed publicly.
Tenant-safe knowledge
Knowledge360 grounding supports role-aware assistance without using knowledge content to grant permissions or tool authority.
Enterprise outcomes
Operate wealth, advisory and treasury with stronger control and connected context.
Numerish Wealth360 Enterprise AI
Build a wealth-management operating model that can grow from advisory workflows to multi-entity treasury.
Use the product demo and Workflow Adviser AI to map your roles, operating model, connected Numerish products and implementation path.