Welcome

Sterling is your comprehensive wealth management platform designed specifically for financial advisors. This guide will help you get started and make the most of the tools available to serve your clients effectively.

What is Sterling?

Sterling combines client relationship management, financial planning, and intelligent advice generation into a single, unified platform. Whether you're onboarding new clients, managing household data, or generating personalized financial recommendations, Sterling streamlines your workflow.

Core Capabilities

• Household Management: Organize client information by household with comprehensive data collection across people, income, assets, and more
• Advice Engine: Generate personalized financial recommendations powered by AI across 100+ specialized topics
• Document Management: Store, organize, and share client documents securely
• Communication Tracking: Integrate with your email and calendar to maintain a complete interaction history (including transcripts)
• CRM Dashboard: Get a bird's-eye view of all your client and prospect relationships to identify opportunities