Custody, trading, portfolio management, compliance, and AI intelligence — unified in a single platform designed for the complexity of ultra-high-net-worth wealth management.
Institutional-grade execution strategies with direct order routing through Apex Clearing — from passive limit orders to VWAP, TWAP, and implementation shortfall algorithms, every trade optimized for price improvement and minimal market impact.
Multi-factor quantitative models, historical backtesting with risk-adjusted metrics, and live market intelligence. Screen thousands of securities in seconds, analyze factor exposures, and surface opportunities your competitors will miss.
Automated rebalancing with drift tolerance monitoring, tax-loss harvesting, direct indexing, and cash-flow-aware allocation. Manage model portfolios across households with full performance attribution and risk analytics.
Built-in regulatory workflows with complete audit trails, AI supervisory review, and role-based access controls. Every interaction is logged, every decision is traceable, and every report is generated automatically.
A multi-agent system with deep integration into every module — built-in domain agents for portfolio analysis, CRM, compliance, tax planning, and data relationships. Create your own custom autonomous agents with access to specialized tools.
Built for sophisticated investors and the elite advisors who guide them, Stirlingshire’s technology brings institutional-grade capabilities to a modern wealth management experience.
