Free processes
Free AI automations
Processes are the backbone of every company. The better your processes, the better your company performs. Your ProcessPlan account comes set up with the processes a wealth management firm runs every day, from opening a new client account to the annual review meeting.
The setup is free for companies with ten or more users in their ProcessPlan account. Smaller companies qualify too when they are part of a larger network or peer group. Your company pays only for its own ProcessPlan account.
Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.
Every process on this list comes with your account, free. If your office needs a process that is not on the list, our team builds it free.
See the wealth management jobs and the private equity and fund administration jobs we automate.
AI Employees work on computer screens, in your custodian portals, CRM and planning software, so there is nothing to integrate.
Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.
Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.
AI and our team keep improving every process, and each improvement reaches your company for you to approve.
Every process comes with a diagram and its documentation, kept current as the process improves.
Every process is yours to change to fit the way your office works, and your records stay in your own account.