Data Entry Wizard
Eliminates the task of manually filling out forms for existing client plans and assists with populating new plan documents & system data entry. It’s iPad compatibilities make it perfect for the mobile advisor.

Mutual Fund Exchange
You and your clients get 24/7 access to our secure website. View pending transfers, set web permissions, download pre-populated forms, set portfolio alarms and conduct portfolio simulations for your clients.

Portfolio Modeling
Rebalance and apply new portfolio strategies before placing a trade. It ensures that the client’s portfolios are administered with the appropriate KYC risk tolerances and objectives.

Sterling Asset Allocation Monitor
Simplify daily monitoring of all your client accounts onto a single list. Set up advanced portfolio alarms (track fund specific moves by % or $) and generate customized client statements.

eCabinet - One File Storage Solution
Allows you to store all of your client, trade, and work documents online. You have 24/7 access to your files as long as you have an Internet connection. It is that simple in functionality, but once you have tried it you will understand the impact it has on your business.

eStatements
Give your clients 24/7 online access to their statements and account information. Avoid losing statements in the mail and provide your clients with a secure, environmentally friendly alternative to paper statements.

Mobile Statements
Access account statements on the go using your mobile device.

For a monthly fee, you’ll get full access to Sterling’s Mutual Fund Exchange & Asset Allocation Monitoring system, plus:

• Online access to your clients accounts.
• Remote access to our back office.
• Track accounts by simply reading your daily emails.
• Sterling VOIP phone network.
• Access to intuitive email alerts.