Meet Sterling,
The AI Platform for Wealth Management.
Everything your firm knows and everything your firm does, running on one intelligent layer. Better advice, faster.
No credit card required.
Sterling is more than just AI.
It's a Unified Platform
One platform replaces your entire stack
Sterling brings together every capability advisors juggle across a dozen point solutions.
Not offered by any of the alternatives compared.
Not offered by any of the alternatives compared.
Also in: eMoney, RightCapital
Also in: RightCapital, Hazel, Holistiplan
Also in: Hazel, Salesforce, Wealthbox, Jump.AI, Zocks
Also in: Salesforce, Wealthbox
Also in: Salesforce, Wealthbox
Also in: Hazel, Salesforce, Wealthbox, Jump.AI, Zocks
Also in: eMoney, RightCapital, Holistiplan, Salesforce, Wealthbox
Also in: Hazel, Jump.AI, Zocks
Also in: Hazel, Salesforce, Wealthbox, Jump.AI, Zocks
Also in: Hazel
Also in: Zocks
| Features | Sterling | eMoney | RightCapital | Hazel | Holistiplan | Salesforce | Wealthbox | Jump.AI | Zocks |
|---|---|---|---|---|---|---|---|---|---|
| Advice Engine | |||||||||
| Advice Management | |||||||||
| Financial Planning | |||||||||
| Tax Analysis | |||||||||
| Workflows | |||||||||
| Workspaces | |||||||||
| CRM | |||||||||
| Tasks | |||||||||
| Document Storage | |||||||||
| AI Notetaker | |||||||||
| AI Email | |||||||||
| AI-Powered Research | |||||||||
| Claude MCP Connector |
All product names and trademarks are the property of their respective owners. Sterling is not affiliated with, endorsed by, or sponsored by any of the companies listed.
Complex Financial Plans in Under 5 minutes
Turn hours of analysis into a single click. Sterling drafts a complete, personalized financial plan, ready for your expert review.
Show clients exactly how you add value. Every year.
Stop wondering if clients understand your worth. Automatically track the value you create across every opportunity, every strategy, and every dollar saved.
2026 Opportunities
Tax Year 2026 • Last modified 3 days ago
Implemented Strategies
$23,600
Potential Strategies
$66,000 to $184,000
36% of identified value captured
$2,000
of $2,000 to $3,000
$3,000
of $4,000 to $7,000
$11,000
of $38,000 to $120,000
$6,000
of $19,000 to $45,000
$1,600
of $3,000 to $9,000
Quantified Impact
Every opportunity has a dollar value. Show clients the tangible financial impact of your recommendations ranging from tax strategies to insurance reviews.
Value Creation Reports
Generate comprehensive year-end reports that summarize all the value you've delivered. Perfect for client reviews and retention conversations.
Track Implementation
Monitor which strategies have been completed and which are still pending. Never let a valuable opportunity slip through the cracks.
This is not a chat window.It's your practice, on command.
Describe what you want in plain English, and Sterling does the work. Build plans, run what-ifs, draft emails, update client data, and so much more.
“Model converting $45,000 a year to Roth for the next eight years.”
Sterling writes real planning directives into the household's plan, staged for your review.
“What if the Garcias retire at 62 instead of 65?”
A full multi-year cash-flow and tax comparison, with year-by-year deltas. Nothing is committed.
“Draft an email to John about his RMD deadline and attach the Q2 report.”
Sterling finds the household, pulls the attachment from their documents, and drafts. You click Send.
“Set the Millers' emergency fund to $50,000.”
Staged as a reviewable change, deep-linked to the exact fact it touches.
“Where did line 12 on their 1040 come from?”
A line-by-line tax engine answers with IRS line numbers and formulas, not a guess.
“Remind me to follow up after their 401(k) rollover clears.”
Tasks, reminders, document search, meeting transcripts, and live research, all from the same conversation.
You stay in control. Consequential changes are staged in a review card where you approve or discard each item. Emails never send themselves. Sterling shows its work as it goes, and every response is independently verified against what the agent actually did.
See it against your own book of business
Bring a real household. We will build a plan with it and you can judge the output rather than the pitch.
Not ready to talk yet?
Insights on AI in wealth management
A short email when we publish something worth your time. Practical notes on AI, compliance, and running an advisory practice. No filler.
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Win More Clients
Deliver Better Advice
The Advice Engine and Sterling Research tools allow you to capture more opportunities for clients, faster.
Generate Referrals
Enhance client satisfaction and generate more referrals by enhancing your wealth management advice.
Manage More AUM
Delivering quality advice faster allows you to spend less time analyzing and more time with clients.
Seamless Data Migrations
Moving off legacy solutions shouldn't hold you back. We make the switch streamlined, accurate, and simple, so you're up and running on Sterling fast.
Streamlined
A guided, fully managed migration off legacy tools like eMoney, Salesforce, and Wealthbox, with no tedious manual re-entry.
Accurate
Every client record, document, and data point is mapped and validated, so nothing gets lost in the move.
Simple
White-glove onboarding handles the heavy lifting, so your team is productive on Sterling from day one.
Secure
Your data is encrypted in transit and at rest throughout the transition, with a clear audit trail at every step.
Record mapped & validated
Typical migration timeline
Downtime during the switch
Dedicated migration support
How a migration works
Discovery
We audit your current stack and scope every data source.
Mapping
Records, documents, and fields are mapped into Sterling.
Validation
Every record is checked for accuracy and completeness.
Go Live
Your team starts on Sterling with full history intact.
We migrate your data from
Product names and trademarks are the property of their respective owners. Sterling is not affiliated with or endorsed by these companies.
Protect Client Data while Leveraging AI
Many advisors unknowingly compromise client confidentiality when using consumer AI tools. These tools store all inputs, creating regulatory compliance risks and potential data breaches. Firms may be violating SEC and FINRA regulations without realizing it.
Sterling provides automatic personally identifiable information (PII) detection and removal before AI processing, helping maintain client confidentiality, regulatory compliance, and secure AI interactions.
PII Detection & Removal
Automatically identifies and removes sensitive client information before processing
Secure Architecture
End-to-end encryption and enterprise-grade security protocols
Compliance Focused
Built to meet financial industry regulatory requirements
Continuous Monitoring
Regular compliance assessments to stay ahead of emerging technologies
Comprehensive AI Audit Logs for SEC Examination Readiness
Sterling's detailed audit trail captures every AI interaction, providing the transparency and accountability required to satisfy SEC examiners and demonstrate regulatory compliance.
Complete Documentation
Full record of all AI interactions and PII handling
Advanced Search
Quickly locate specific interactions for examiner review
Risk Flagging
Automatic identification of potential compliance issues
Tamper-Proof Records
Immutable logs that satisfy regulatory requirements
Who We Serve
Sterling is purpose-built for RIAs, from independent advisors to established firms.
Independent Advisors
The challenge: You're paying for too many point solutions, and stitching them into one AI stack that actually works together falls entirely on you.
How Sterling helps
- AI notetaking, follow-up emails, and CRM updates run on autopilot. It works like adding staff without the payroll.
- One platform replaces your entire tech stack, so you stop paying for and switching between a dozen tools.
- Deliver institutional-quality advice with the Advice Engine and AI-powered research at your side.
- Spend less time on busywork and more time with clients, the work that actually grows your book.
RIA Firms
The challenge: Your team overspends on a patchwork of point solutions that never truly integrate, so they never add up to the powerful AI stack you're paying for.
How Sterling helps
- Shared workspaces, CRM, tasks, and documents keep your whole team working from one source of truth.
- Workflow automation scales your capacity, so you can take on more clients without adding headcount.
- Built-in compliance and audit logs keep you covered as your AUM grows.
- Usage-based pricing means you only pay for what you use, with no enterprise contracts.
Frequently Asked Questions
AI Top Priority for SEC Examiners in 2025
The latest guidance, best practices, and regulatory developments.
AI Usage Is Top Priority for SEC Examiners in 2025
See why the SEC is focusing on AI and what that means for advisory firms’ compliance programs.
SEC’s Proposed AI Rule for Investment Advisors: Best Practices
A practical look at the SEC’s draft rule, record-keeping requirements, and how to prepare your firm.
Financial Data Protection Laws
Key federal and state regulations that govern client-data privacy and steps RIAs should take to stay compliant.
Free eBook
The AI-Powered Advisory Practice
Learn how vertically integrated AI platforms are replacing fragmented tech stacks, where AI actually saves time in an advisory practice, and how to adopt it without creating compliance headaches.