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Companies / AdvisorTech / Portfolio Management / AI All-in-One / AI Assistants/Agents / AI Platforms / CRM

Stirling One

Stirlingshire (FINRA BD + SEC RIA) | 100% payout platform for breakaway advisors. Equity + Growth Support + Modern Tech

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Features

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AI Assistants/Agents

Drafts emails · Writes client emails and replies for you to send
Not known yet
Meeting notes · Records meetings and writes the notes
Not known yet
Works in your CRM · Reads and updates records, notes and tasks in the CRM
Not known yet
Reads documents · Pulls data from statements, tax returns, estate documents and forms
Not known yet
Uses account data · Answers questions with live custodian or portfolio data
Not known yet
Client & prospect research · Researches clients and prospects before you meet
Not known yet
Planning analysis · Answers planning and tax questions about a client
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Takes actions on its own · An agent: finishes multi-step tasks, not just answers
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You approve before it acts · Nothing goes to a client or a system until you OK it
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Build your own workflows · Set up your own prompts, agents or automations
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Compliance review · Checks emails and content for compliance before they go out
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Marketing content · Writes posts, newsletters and other marketing
Not known yet
Doesn't train on your data · Your and your clients' data isn't used to train AI models
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Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet

AI Platforms

Team or enterprise plan · A business plan with shared billing and workspaces
Not known yet
Doesn't train on your data · Business data isn't used to train its models by default
Not known yet
SSO & admin controls · Single sign-on, user management and usage controls
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Data retention controls · Set how long chats and files are kept, and export them
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Reads files · Upload PDFs, spreadsheets and documents to work with
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Web search · Searches the web and cites its sources
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Deep research · Researches a question across many sources and writes a report
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Projects & custom assistants · Saved instructions and files for repeat work (Projects, GPTs, Gems)
Not known yet
Connects to your apps · Works with your email, calendar, files and other apps
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Uses MCP servers · Can connect to tools that have an MCP server (CRMs, planning software…)
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Agent mode · Takes actions for you, like using a browser or your apps
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Meeting notes · Records or summarizes meetings
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Voice mode · Talk to it out loud
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Inside Microsoft 365 or Google · Works inside Outlook, Word, Excel, Gmail or Docs
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Mobile app · A native iOS or Android app
Not known yet
API · A documented API for building your own tools
Not known yet

CRM

AI assistant · Ask questions, draft emails or summarize clients inside the CRM
Not known yet
Meeting notetaker · Records, transcribes or summarizes client meetings
Not known yet
Workflow automation · Build multi-step workflows that run on their own
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Email & calendar sync · Two-way sync with Outlook or Gmail
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Texting · Text clients from the CRM, with archiving
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Client portal · Clients log in to see documents, tasks or their data
Not known yet
E-signature · Built in, not only through an integration
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Digital onboarding · New-client intake and account-opening workflows
Not known yet
Households · Group clients into households and relationships
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Email marketing · Newsletters, drip campaigns or bulk email
Not known yet
Compliance archiving · Keeps email and texts for books-and-records rules
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Built on Salesforce · Runs inside Salesforce
Not known yet
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