Forefront of Technology

"In our efforts to appeal to top talent in the advisory space, we market ourselves as a forward-thinking dealer with a strong emphasis on technology. We are well-known in the industry for having an advanced back-office that supports our advisors."
Nelson Cheng, B.A., Chief Executive Officer

All Sterling advisors are provided with a Voice Over IP (VOIP) phone service, free of charge. This phone service comes with a toll free telephone number and free long distance to anywhere in Canada and the US. Our VOIP service works from any internet connection, and comes with a multitude of features such as Call Conferencing, Call Display, Call Forwarding and Call Recording.

Portfolio Modeling

This software tool allows advisors to 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.

Data Entry Wizard

Our Data Entry Wizard eliminates the task of manually completing forms for existing client plans and assists with populating new plan documents and system data entry. The system guides users through a series of questions and allows the user to submit their work and automatically produce the required paperwork, all at one time. The Data Entry Wizard greatly simplifies the process of opening new accounts or creating trades, and its iPad compatibilities make it perfect for the mobile advisor.

Sterling Asset Allocation Monitoring

Simplify daily monitoring of all your client accounts onto a single list by setting up advanced portfolio alarms (track fund specific moves by % or $). You will be notified via email when a client's portfolio needs to be rebalanced or when a fund price crosses a configurable threshold.


Allows you to store all of your client documents in one central location. 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.


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.

Automatic Fund Facts Delivery

Clients will automatically receive, via email, fund facts and prospectus information for any new investment. This assists the advisor in delivering product information to their clients.

Client Web Access

All Sterling clients get 24/7 online access to their account information. They can access their monthly and annual statements, RRSP contribution receipts, and also view information about the products held in their investment portfolios.

Maximizer CRM Integration

Our back office system is fully integrated with Maximizer CRM software. The advisor's contacts in Maximizer are automatically synchronized with their clients in Sterling's back office system. Additionally, Sterling investment information is available directly from Maximizer.

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