The advice engine creates a comprehensive list of financial opportunities based on client facts. It automatically rules out opportunities where eligibility requirements are not met, highlights areas where additional facts are required, and presents opportunities that are relevant.

Manage client relationships efficiently with our CRM. Track interactions, create tasks, query meeting notes, and deliver personalized service at scale while maintaining compliance with industry regulations.

Streamline your advisory practice with intelligent workflow automations. Automatically track advice opportunities, manage client tasks, and ensure nothing falls through the cracks. Let AI handle the repetitive work so you can focus on delivering exceptional client service.

Sterling's AI Notetaker automatically captures every detail from your client meetings. It syncs transcripts to households, generates intelligent summaries, creates actionable tasks, and extracts key facts—all without manual input.

Documents Redacted, Facts Extracted. Upload redacted documents to automatically extract relevant facts. No more manual data entry from fact gathering sessions. Facts can be synchronized after client meetings in the click of a button.

Store all client documents in one secure, centralized location. Generate secure shareable links, organize files by household, and maintain complete version history—all while ensuring compliance and data protection.

Automatic content creation based on unique client opportunities. Create fully customized presentations and reports in the click of a button. One-of-one presentation content for each client based on their unique tax, investment, and estate planning opportunities.

Sterling seamlessly integrates with your existing workflow tools. Connect with Microsoft Outlook, Teams, Zoom, Google Meet, and Google Workspace to streamline your advisory practice and maintain productivity across all platforms.