Your Clients.
Your Independence.
Our Technology.
100% payout. Zero platform fees. Everything an elite practice needs to serve ultra-high-net-worth clients — portfolio construction, rebalancing, compliance, CRM, and a branded client portal — on a single platform.
What’s Included
Portfolio & Trading
- AI portfolio construction
- Automated rebalancing
- Tax-loss harvesting
- Direct indexing
- Institutional execution strategies
Practice Management
- Full CRM & pipeline
- Turnkey compliance suite
- Client portal
- Reporting engine
- Apex Clearing custody
A Day at Stirlingshire
AI morning brief — overnight market moves, client alerts, and meeting prep delivered before you sit down.
Review drift alerts and approve tax-loss harvesting opportunities across your entire book.
Execute a rebalance across 40 accounts — the platform handles compliance trails and settlement.
AI identifies 3 new prospects — outreach drafts ready to review and send.
Client meeting with AI-prepared talking points, portfolio review, and live scenario modeling.
Close the day focused on relationships — reporting, reconciliation, and compliance are already done.
How It Works
You keep 100% of your advisory revenue. There are no platform fees, no technology charges, and no revenue sharing. Bring your existing book, and the full technology stack is included from day one.
We rely on the same backend revenue streams as the discount Broker Dealers. These include margin interest, the Sweep Program, fully paid stock lending, and more. By utilizing technology, we dramatically reduce overhead — which also allows us to pass on savings to both our Clients and our Advisors.
Stirlingshire is a true all-in-one advisor platform. Traditional TAMPs aren’t truly “turnkey” if you still have to juggle compliance, operations, regulatory tasks, marketing, growth, and technology. Use the platform as a standalone solution capable of running every aspect of an RIA at zero cost — or as the core of your tech and compliance stack. No IAR/RR affiliation required. Contact us for more information.
Ready to Join?
See if Stirlingshire is right for your practice. No obligation, no sales pitch — just a conversation about what the platform can do for you and your clients.