Generating Advice
Sterling analyzes household facts and generates personalized financial recommendations. This guide walks you through generating advice for a household.
Fact Readiness
Before generating advice all Fact categories must be marked as Ready. The categories are: People, Income, Expenses, Investments, Real Estate, Liabilities, Insurance, and Other.
Toggling Categories to Ready
Navigate to the Facts section and toggle each category to Ready when you've entered the relevant data. The Generate Advice button remains disabled until all categories are ready.
Generating Advice
- Open the household and click Advice in the navigation
- Review the Fact Status table to confirm all categories show as Ready
- Click the Generate Advice button
- Wait. Sterling takes between 7 and 15 minutes to generate the unique advice set for the household.
Sterling analyzes all household data and generates recommendations across all advice topics. A progress tracker shows the current status during generation.
Reviewing Your Advice
Once generation completes, Sterling displays a comprehensive list of recommendations tailored to the household. Each Advice Card includes the opportunity, estimated value of the benefits, and a timeframe for when those benefits are realized.
Click on an Advice Card to Learn More
Advice Cards contain extensive details about the opportunity, including eligigbility requirements, the household facts, and how the estimated value was computed.
Congratulations!
You've completed the Quickstart essentials. You now understand how to create a household, enter facts, and generate AI-powered advice, which is the core workflow of Sterling.
Sterling is an extensive platform with powerful features for managing client relationships, tracking interactions, automating tasks, and delivering exceptional financial planning. Dive deeper into the documentation to explore everything the platform offers, or jump in and start using it with your clients.
Ready to Get Started?
The best way to learn Sterling is to use it. Create your first household, enter some facts, and experience the power of AI-driven advice firsthand.