About JM Sterling
As the founder of a successful Registered Investment Advisor (RIA), I experienced firsthand the challenges of scaling high quality client service. We had a wide range of software platforms, including CRM, financial planning, tax tools, transcription, and more.
In the past these disparate systems were tolerable, however, in the world of AI having disconnected systems becomes a road block for harnessing the tremendous power of this technology.
Your data has to work together to deliver quality advice, faster.
Our Mission
JM Sterling was founded to help advisors deliver client experiences that exceed expectations. With mounting fee pressure and client demands growing, advisors are tasked with finding ways to deliver more value each year. Sterling offers a solution: a streamlined platform that not only meets but exceeds client expectations by allowing advisors to serve more clients, more efficiently.
By integrating AI-powered solutions with the best practices of financial planning, Sterling enables advisors to scale their practices without sacrificing quality. Whether you are a solo advisor or part of a larger firm, Sterling is the key to unlocking greater productivity, superior client outcomes, and a sustainable path forward.