Describe what you want. Sterling does the work.
Ask for what you need the way you'd ask a sharp colleague. Model a Roth conversion, test an early retirement, draft a client email, update a household's numbers. Sterling does the work with your client's real data and brings it 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 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 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 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 Frieds 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.
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.