Wealth Management
Builtfor What You’ve Built
A wealth management platform built for investors who expect more — and the advisors who deliver it.
The Platform
A glimpse of what’s inside. Simulated data for illustration.
Portfolio OverviewLive
Total AUM
$4.2B
+$2.3M today
Day P&L
+$8.4M
+0.20%
Tax Alpha
+2.3%
YTD
Households
186
3 new MTD
Portfolio Performance$4,201,342,800
HoldingValueChg
Direct Index — S&P 500$682M+2.31%
Muni Bond Ladder$515M+0.42%
PE Growth Fund III$380M+8.74%
Concentrated — AAPL$192M+1.53%
Rebalance Queue3 Pending
Drifted
23
Avg Drift
1.4%
TLH Avail
$2.8M
Last Run
2h ago
AccountDriftStatusAction
Chen Family Trust2.8%OverRebalance
Whitfield Holdings1.9%NearReview
Nakamura Joint1.2%OK—
Patel GRAT3.1%OverRebalance
Rodriguez FO0.4%OK—
Client IntelligenceAI Prospecting
Prospects
34
Pipeline
$148M
Outreach
127
Meetings
8
ClientAUMScoreNext
Margaret Chen$42MCall
92
David Whitfield$28MEmail
78
Kenji Nakamura$65MMeet
85
Sarah Blackwell$18M—
45
James Rodriguez$95MCall
88
Execution DeskMarket Open
Orders
47
Filled
41
Working
6
Slippage
-0.02%
TimeOrderStratQtyPriceStat
10:02AAPL Sell — ChenVWAP2,400$192.34Fill
10:18VTI Buy — ChenTWAP1,800$271.82Fill
10:35BND Buy — NakamuraLimit3,100$71.24Work
10:42MSFT Sell — RodriguezIS1,200$422.15Work
10:51SPLG Buy — TLHVWAP5,400$62.88Fill
Tax OptimizationScanning
Tax Alpha
+2.3%
Harvested
$14.2M
Wash Blocked
31
Pairs
18
SellBuySavingsStatus
VOOSPLG$42,000Ready
QQQQQQM$28,400Ready
IWMSCHA$15,200Review
EFAIEFA$8,900Review
ComplianceAll Clear
Reviews
2
Approvals
5
Audit
0
SLA
100%
ItemTypeStatusDue
Pre-trade: Patel blockSupervisoryPendingToday
Q1 branch auditAuditActiveApr 15
AI log review — MarchGovernanceDoneDone
Suitability: NakamuraPre-tradeOKDone
Stirling AI3 agents
What can you do?
I can help across every part of your practice:
Portfolio — Analyze holdings, run attribution, detect drift, optimize allocations
Trading — Generate trade proposals, select tax lots, route orders
Tax — Find harvesting opportunities, check wash sales, estimate alpha
CRM — Score prospects, draft outreach, prep meeting briefs
Compliance — Review trades, flag risks, generate audit reports
Planning — Model scenarios, build financial plans, draft IPS documents
I also monitor your book 24/7 and surface opportunities proactively. What would you like to start with?
Portfolio — Analyze holdings, run attribution, detect drift, optimize allocations
Trading — Generate trade proposals, select tax lots, route orders
Tax — Find harvesting opportunities, check wash sales, estimate alpha
CRM — Score prospects, draft outreach, prep meeting briefs
Compliance — Review trades, flag risks, generate audit reports
Planning — Model scenarios, build financial plans, draft IPS documents
I also monitor your book 24/7 and surface opportunities proactively. What would you like to start with?
What should I focus on today?
Good morning. Your priority brief:
1. Chen Trust drifted 2.8% — rebalance recommended
2. TLH opportunity: VOO → SPLG, est. $42K savings
3. Nakamura review at 2PM — prep ready
4. New prospect: $12M, referred by Blackwell
All 186 households monitored. No compliance flags.
1. Chen Trust drifted 2.8% — rebalance recommended
2. TLH opportunity: VOO → SPLG, est. $42K savings
3. Nakamura review at 2PM — prep ready
4. New prospect: $12M, referred by Blackwell
All 186 households monitored. No compliance flags.
Ask Stirling AI anything about your practice...
Voice & TelephonySoftphone
Calls
12
Avg Dur
8:42
Transcribed
12
Voicemails
3
TimeContactDurTypeAI
9:14Margaret Chen12:04InOK
9:45Kenji Nakamura6:32OutOK
10:22David Whitfield4:18OutCoach
11:05Prospect — Aisha Patel9:47InOK
11:30James Rodriguez—VMNew
“Stirlingshire was built from the ground up to provide both clients and advisors with institutional-grade technology, operational support, and economic alignment, enabling us to deliver an exceptional experience to high-net-worth clients and the advisors that service them. Our goal is simple: build outcomes that are better for clients, better for advisors.”— Steven Woods, Founder/CEO
Built for Both Sides of Wealth
For Investors
Complete Visibility Into Your Wealth
Real-time portfolio analytics, performance attribution, tax planning, family office consolidation, secure messaging, document vault, goal tracking, and a personal AI assistant — the transparency your wealth deserves.
For AdvisorsThe Platform Your Practice Deserves
AI portfolio construction, institutional execution strategies, automated rebalancing, direct indexing, built-in CRM with AI outreach, telephony, compliance supervision, and 15 automated report types — your entire practice, one login.
Experience the Platform
No obligation. No sales pitch. See the platform for yourself.