Overview
Sterling is an AI platform built specifically for financial advisors. It brings together advice generation, research, client management, and compliance into a single unified experience, helping you deliver personalized guidance across tax, estate planning, insurance, and more.
Platform Capabilities
Sterling is organized around five core pillars that work together to streamline your advisory practice:
- Advice: AI agents analyze hundreds of opportunities to generate actionable, personalized insights for each client
- Research: Get AI-powered research with client-specific context while protecting sensitive information
- CRM: Next-generation client relationship management with automated communications and AI-powered interactions
- Compliance: Automatic removal of sensitive PII with audit logs ready for SEC examinations
- AI Notetaker: Capture meeting insights automatically with AI-powered transcription and summaries
Core Features
The platform includes a comprehensive suite of tools designed to work together seamlessly:
- Advice Engine: Get AI-powered recommendations tailored to each client's unique situation
- Workflows: Automate your processes with intelligent workflow builders
- Workspaces: Organize teams and projects in dedicated collaborative spaces
- Tasks: Manage and track all your tasks with smart prioritization
- Advice Management: Configure and fine-tune your advisory settings and preferences
- Compliance: Stay compliant with automated regulatory checks and documentation
- Documents: Centralized document storage with secure collaboration features
- AI Notetaker: Capture meeting insights automatically with AI-powered notes
- AI Email: Draft and manage client emails with AI assistance
- Fact Extraction: Extract key facts and data from documents automatically
- Sterling Research: Deep research powered by advanced AI for complex client questions
- Reports: Generate comprehensive client reports instantly
All in One Place
Sterling eliminates the need for multiple disconnected tools. Everything you need to manage client relationships, generate advice, conduct research, and maintain compliance lives in a single integrated platform. This unified approach means less time switching between applications and more time focusing on what matters most: serving your clients.