Ask anything. Get it done. One place for both.
The AI Command Center is where research and action meet. Ask a question about any household and get an answer grounded in their facts, documents, and meetings. Then ask Sterling to act on it: model the Roth conversion, test the early retirement, draft the email, update the numbers. Every change comes back for your sign-off.
Every meaningful change waits for your approval. Nothing is sent or saved to a client's file without you.
Command Center
3 agents running across 3 households
Model converting $45,000 a year to Roth for the next eight years
The Garcias
Retire at 62 instead of 65
Modeled cash flow (2025–2045)
John Abbott
RMD deadline email with Q2 report
Which Q2 report should I attach?
The Millers
Set emergency fund to $50,000
1 change staged for your review
The AI Command Center, start to finish
Watch a request go from a plain English ask to real work on a household's data, with every change staged for your review before anything is saved or sent.
One click away, everywhere you work
The AI Command Center isn't another screen to manage. It's wherever you already are, ready when something comes to mind.
A floating panel on every page
Reviewing a client's plan and remember they mentioned a new mortgage? Ask for the update right there. The panel opens with one click on any page and stays with you as you move between clients, so a thought never has to wait.
A home base for busy days
The full AI Command Center page is built for working through a list. Hand off several requests at once, then watch them all progress in one place, organized by household so you always know whose work is where.
Talk about clients the way you actually do. Ask about “the Millers' mortgage” and Sterling knows which household you mean. If two clients could fit, it asks a quick one-tap question rather than guessing. And general questions, like tax law or contribution limits, don't need a client attached at all.
Every part of your workflow, on command
This isn't a box that answers questions. It does the work you block out afternoons for: plan changes, projections, client emails, data updates, follow-ups, and research.
Change the plan in a sentence
Say the change you want to make, and Sterling writes it into the client's plan exactly as if you'd entered it by hand. Nothing is final until you say so.
“Model converting $45,000 per year to Roth for the next eight years.”
“Add a new brokerage account and fund it with $2,000 a month starting next year.”
“Have them pay off the HELOC in 2027.”
Each change comes back as a short checklist. Keep what you want, discard the rest, then jump straight into the plan to see the impact play out over the years.
Ask what-if, get the whole answer
The questions clients actually bring you: Can we retire early? What does this do to our taxes? Sterling runs the real numbers on the household's actual plan and shows you which years matter and why. When a client asks where a number on their tax return came from, you get the line-by-line answer, not a guess.
“What if they retire at 62 instead of 65?”
“Why does the taxable account never deplete?”
“Where did line 12 come from?”
It's a safe sandbox. Compare both paths side by side, year by year, without changing anything in the plan. If a scenario is worth keeping, save it for the client conversation.
Client emails, drafted with the details right
Sterling finds the right client, pulls the right attachment from their file, and writes the draft. If anything is unclear, it asks you before writing. Replying to a scheduling email? It checks your team's real calendar before proposing times.
“Draft an email to John about his upcoming RMD deadline and attach the Q2 report.”
“Reply to Sarah. Do any of her proposed times work?”
You read it, you edit it, you click Send. An email never goes out on its own.
Keep every household current
A client mentions a new 529, a refinanced mortgage, a bonus. Say it once and it's captured, instead of becoming a sticky note you'll get to later. Everything in a household's file can be updated this way, from accounts and individual holdings to real estate, debts, and insurance.
“Set the Millers' emergency fund to $50,000.”
“Add a 529 for their daughter.”
“Update the mortgage payment to $2,500 a month.”
You see exactly what will change before it does, with a link to the precise spot in the client's file it touches.
Run the practice from the same conversation
The follow-ups, the "what did we cover in March?", the "which document names the trustee?". Sterling creates your tasks and reminders, recalls every past email and meeting, and reads the documents in your clients' files to find the answer. Hand it a task, and it can even research the household and lay out the steps to get it done.
“Remind me to call the Garcias next week about their insurance review.”
“Summarize every conversation with the Smiths this year.”
“Which document names the successor trustee of their trust?”
Answers come from your actual records: the statements, trusts, tax returns, and policies you've uploaded, and the conversations you've already had.
Answers that aren't frozen in time
Contribution limits change. Brackets change. Rules change. When a question depends on what's true right now, Sterling checks current sources instead of relying on what it learned once.
“What are the 2026 HSA contribution limits for a family plan?”
The figures you quote in a client meeting are this year's, not last year's.
Research That Knows Your Clients
Get personalized, household-specific answers powered by your client data and financial expertise
Context-Aware Answers
AI automatically references household facts, goals, and history to provide relevant advice
Household-Specific Insights
Every answer is personalized using client age, income, risk tolerance, and financial situation
Multi-Source Research
Analyzes client documents, meeting notes, emails, and financial data simultaneously
Citation Tracking
Every answer includes sources and references so you can verify information
Natural Language Queries
Ask questions in plain English - no complex commands or syntax required
Instant Results
Get comprehensive answers in seconds, not hours of manual research
The Power of Context-Aware Research
See how the AI Command Center turns generic information into personalized, actionable advice
Generic vs. Context-Aware
Your Question
Should my client consider a Roth conversion?
Context-Aware Answer
Yes, the Smith household is an excellent candidate for Roth conversion. With their current income of $185K placing them in the 22% tax bracket, and retirement target in 15 years when RMDs could push them to 32%, converting $50K-75K annually from their traditional IRA makes strategic sense.
Household Context Applied
Current Income
$185,000
Tax Bracket
22%
IRA Balance
$2,700,000
Years to Retirement
15 years
Risk Tolerance
Moderate
Projected RMD Bracket
32%
Sources Referenced
Household Tax Return (2024)
Retirement Goals Documentation
IRA Account Statement (Q4 2024)
Why Context Matters
Personalized Recommendations
AI considers each household's unique financial situation, goals, and risk profile to deliver advice that's actually applicable
Save Hours of Research
Get instant answers that would normally require reviewing multiple documents, spreadsheets, and data sources manually
Accurate & Verifiable
Every answer includes citations to source documents so you can verify the information and explain your reasoning
Better Client Outcomes
Deliver more relevant, timely advice by having complete household context at your fingertips during every interaction
Without Context
"Roth conversions can be beneficial for high earners. Consider tax brackets and time horizon. Consult a tax professional."
Generic advice requiring hours of manual research to apply
With Sterling Context
"Convert $50K-75K annually from the Smiths' $2,700,000 IRA. Current 22% bracket vs. projected 32% RMD bracket = 10% tax arbitrage over 15 years."
Specific, actionable advice
Run your practice from a single conversation
Watch it work on real household data in a demo, or start free and hand it your first request today.