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Advice Engine

Discover Opportunities,
In Minutes

Sterling analyzes your client's complete financial picture to surface personalized opportunities, automatically screens for eligibility, and delivers actionable strategies—all in minutes.

Part of our AI-powered features • No credit card required

Analysis Complete!

12 opportunities discovered

Property Tax Exemption

Tax Strategies

Opportunity

Qualified Charitable Distribution

Charitable Giving

Opportunity

Establish AB Trust

Estate Planning

Facts Required

Roth IRA Conversion

Tax Strategies

Opportunity
Under The Hood

Fully customized advice reports

When you run a comprehensive analysis, Sterling deploys specialized agents that run sophisticated calculation pipelines to evaluate eligibility across hundreds of planning opportunities.

300+
Planning Strategies
Analyzed per household
Hundreds
AI Agents
Running simultaneously
<10 min
Analysis Time
From start to finish
Stage 1

Fact Confirmation

Your client facts are validated and structured across all financial planning domains

  • Tax returns & financial documents
  • Account balances & holdings
  • Estate plans & insurance policies
  • Goals & life circumstances
Stage 2

Agent Execution

Specialized agents run calculation pipelines in parallel to determine eligibility

  • Tax optimization calculations
  • Estate planning analysis
  • Retirement income strategies
  • Investment & insurance reviews
Stage 3

Results Synthesis

Opportunities are filtered, prioritized, and presented with actionable next steps

  • Automatic eligibility screening
  • Missing fact identification
  • Priority ranking by impact
  • Implementation roadmap

All of this happens automatically in minutes, not hours or days

Implementation Made Easy

From Discovery to Delivery: Turn Opportunities into Results

Don't just identify opportunities—implement them with workflows and task automations

Implementation Workflow

Opportunity Discovered

Backdoor Roth Contribution

$8,000 contribution each

Auto-generates workflow

Implementation Tasks:

Schedule strategy discussion call

Completed

Analyze impact of pro-rata rule

Completed

Open Traditional IRA account

In Progress

Make $8,000 contribution to Traditional IRA account (non-deductible)

Move $8,000 from Traditional IRA to Roth IRA

Created: AutomaticallyActive Workflow

Implementation at Scale

Use workflows to convert opportunities into complete implementation plans. Generate all tasks, set deadlines, and track progress—ensuring nothing falls through the cracks.

One-Click Workflows

Convert any opportunity into a complete action plan with a single click

Automatic Task Completion

Let AI complete tasks for you in the click of a button.

Client Value

Capture more value for clients by implementing valuable strategies

How It Works

Three simple steps to unlock comprehensive financial opportunities

1

Gather Facts

Enter client information or use AI to extract facts from documents and meeting notes

2

AI Analysis

Sterling analyzes the complete financial picture against hundreds of planning strategies

3

Get Opportunities

Receive a prioritized list of actionable opportunities with detailed implementation steps