Stirlingshire Investments

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Stirlingshire Investments — Wealth Management Technology | Stirlingshire Investments Stirlingshire Log In Client Login Advisor Login Book a Demo Wealth Management Built for What You’ve Built A wealth management platform built for investors who expect more — and the advisors who deliver it. Request an Introduction Explore the Platform The Platform A glimpse of what’s inside. Simulated data for illustration. Portfolio Rebalance CRM Trading Tax TLH Compliance Stirling AI Voice Portfolio Overview Live Total AUM $4.2B +$2.3M today Day P L +$8.4M +0.20% Tax Alpha +2.3% YTD Households 186 3 new MTD Stirling AI: Monitoring drift across 186 households... Portfolio Performance $4,201,342,800 Holding Value Chg Direct Index — S P 500 $682M +2.31% Muni Bond Ladder $515M +0.42% PE Growth Fund III $380M +8.74% Concentrated — AAPL $192M +1.53% Rebalance Queue 3 Pending Drifted 23 Avg Drift 1.4% TLH Avail $2.8M Last Run 2h ago AI: Recommending Chen Trust rebalance — 14 trades Account Drift Status Action Chen Family Trust 2.8% Over Rebalance Whitfield Holdings 1.9% Near Review Nakamura Joint 1.2% OK — Patel GRAT 3.1% Over Rebalance Rodriguez FO 0.4% OK — Client Intelligence AI Prospecting Prospects 34 Pipeline $148M Outreach 127 Meetings 8 Client AUM Score Next Margaret Chen $42M 92 Call David Whitfield $28M 78 Email Kenji Nakamura $65M 85 Meet Sarah Blackwell $18M 45 — James Rodriguez $95M 88 Call Execution Desk Market Open Orders 47 Filled 41 Working 6 Slippage -0.02% Time Order Strat Qty Pr

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