Context-Aware AI Research,
For Every Household
Get instant answers to complex financial questions with AI that knows your clients. Sterling Research analyzes household data, documents, and market research to deliver personalized insights specific to each family's unique situation.
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Sterling Research
"Should the Smith household file as an S-Corp or as an LLC? What's the optimal tax strategy?"
Analyzing with household context...
Business Income
$320,000
Current Structure
LLC
W-2 Salary
$100,000
QBI Deduction
Eligible
Personalized Answer
The S-Corp structure saves the Smith household approximately $10,400 annually compared to LLC self-employment:
- •FICA savings: $14,475 (avoided tax on $220K K-1 distribution)
- •QBI deduction trade-off: -$4,080 (smaller deduction on S-Corp vs LLC)
- •Net tax savings: ~$10,400 annually with S-Corp election
- •Maintain reasonable W-2 salary ($100K) to avoid IRS scrutiny
AI That Knows Your Clients
Get personalized, household-specific answers powered by your client data and financial expertise
Context-Aware Answers
AI automatically references household facts, goals, and history to provide relevant advice
Household-Specific Insights
Every answer is personalized using client age, income, risk tolerance, and financial situation
Multi-Source Research
Analyzes client documents, meeting notes, emails, and financial data simultaneously
Citation Tracking
Every answer includes sources and references so you can verify information
Natural Language Queries
Ask questions in plain English - no complex commands or syntax required
Instant Results
Get comprehensive answers in seconds, not hours of manual research
The Power of Context-Aware Research
See how Sterling Research transforms generic information into personalized, actionable advice
Generic vs. Context-Aware
Your Question
Should my client consider a Roth conversion?
Context-Aware Answer
Yes, the Smith household is an excellent candidate for Roth conversion. With their current income of $185K placing them in the 22% tax bracket, and retirement target in 15 years when RMDs could push them to 32%, converting $50K-75K annually from their traditional IRA makes strategic sense.
Household Context Applied
Current Income
$185,000
Tax Bracket
22%
IRA Balance
$2,700,000
Years to Retirement
15 years
Risk Tolerance
Moderate
Projected RMD Bracket
32%
Sources Referenced
Household Tax Return (2024)
Retirement Goals Documentation
IRA Account Statement (Q4 2024)
Why Context Matters
Personalized Recommendations
AI considers each household's unique financial situation, goals, and risk profile to deliver advice that's actually applicable
Save Hours of Research
Get instant answers that would normally require reviewing multiple documents, spreadsheets, and data sources manually
Accurate & Verifiable
Every answer includes citations to source documents so you can verify the information and explain your reasoning
Better Client Outcomes
Deliver more relevant, timely advice by having complete household context at your fingertips during every interaction
Without Context
"Roth conversions can be beneficial for high earners. Consider tax brackets and time horizon. Consult a tax professional."
Generic advice requiring hours of manual research to apply
With Sterling Context
"Convert $50K-75K annually from the Sterling's $2,700,000 IRA. Current 22% bracket vs. projected 32% RMD bracket = 10% tax arbitrage over 15 years."
Specific, actionable advice
How It Works
Three simple steps to get context-aware answers for any client question
Ask Your Question
Type your question in plain English about any household or financial topic
AI Analyzes Context
System searches household facts, documents, and records to understand the full picture
Get Personalized Answer
Receive specific, actionable advice with citations and sources for verification