Connected to your custodians and the tools you live in
Sterling pulls account data from Schwab and Fidelity every business day, syncs your Outlook email and calendar, joins your Teams meetings, and works with Word, Excel, and PowerPoint through Claude. Client data stays current without anyone re-keying it.
Schwab and Fidelity accounts, current every morning
Stop updating balances by hand before every meeting. Sterling receives your custodian's daily data and keeps each household's accounts and holdings up to date, so plans, advice, and the client portal all start from today's numbers.
Charles Schwab
Live
For firms that custody with Schwab Advisor Services.
- Account balances, positions, and cost basis, refreshed every business day
- Sterling suggests which household each account belongs to, and you confirm
- Holdings flow straight into the household's plan, facts, and client portal
Fidelity
Live
For firms on Fidelity's Wealthscape platform.
- Account balances, positions, and cost basis, refreshed every business day
- Sterling suggests which household each account belongs to, and you confirm
- Holdings flow straight into the household's plan, facts, and client portal
You stay in control of the data. Your custodian releases it only after your firm authorizes it. Nothing is linked to a household until an advisor confirms the match, and the feed never creates households on its own. Full account numbers are not stored in Sterling's database, only a secure fingerprint and the last four digits.
Works the way a Microsoft shop works
Connect Outlook once with your Microsoft sign-in. Email, calendar, contacts, and Teams meetings flow into the right households, and Word, Excel, and PowerPoint files come out the other side.
Outlook email
Client emails sync into Sterling and land in the right household's interaction history, matched by email address.
Outlook calendar
Client meetings appear on the household automatically, and the AI Command Center checks your real availability before proposing times.
Outlook contacts
Contacts stay connected to the households they belong to.
Microsoft Teams
The AI Notetaker joins your Teams meetings, transcribes them, and files the notes on the household. Zoom and Google Meet work from the same setup.
PowerPoint
Client review decks built by Claude from the household's plan and meetings, in your firm's branding.
Via MCP ConnectorsWord
Recap letters, plan summaries, and client memos drafted from real household data.
Via MCP ConnectorsExcel
Cash-flow projections and scenario comparisons as working spreadsheets.
Via MCP ConnectorsMore connections
Claude
A read-only MCP connector that lets Claude build documents, decks, and spreadsheets from your Sterling data.
Zoom and Google Meet
The AI Notetaker joins and transcribes meetings on every major platform from one setup.
Plaid
When your firm enables it, clients can link their own bank and card accounts from the client portal.
Need a platform that isn't listed? Email info@rksterling.com and tell us what your firm runs on.
Plug Sterling into the practice you already run
Every integration is included in the free platform. See it connected to a real custodian feed in a demo, or start free today.
Charles Schwab, Fidelity, Wealthscape, Microsoft, Outlook, Teams, Word, Excel, PowerPoint, Zoom, Google Meet, Plaid, and Claude are trademarks of their respective owners, which are not affiliated with and do not endorse RK Sterling.