Introducing our 4 Point Success System

• 1
  Your Personal Financial Wellness Profile

Through our easy-to-use Financial Dashboard, PRO$PER™ creates Your Personal Financial Wellness Profile which assesses your levels of Financial Confidence, Financial Stress, Risk Tolerance, and your 30-day Financial Goals. This comprehensive profile allows us to provide a customized set of courses and advice tailored specifically for you, ensuring that your educational journey is as effective and personal as possible.

• 2
  Customized Course Recommendations

Step into the spotlight with PRO$PER™, our Customized Course Recommendations! Powered by AI, are tailored just for you, based on your unique Financial Wellness Profile. From gauging your financial confidence to understanding your stress levels and goals, our system crafts a personalized learning path that pops with potential. Get ready to tackle your financial journey with courses that fit like a glove and push you towards financial mastery. Dive into education that’s as dynamic as you are!

• 3
  Finley, Your Personal AI Financial Coach

We are proud to introduce 'FINLEY', your on-demand financial coach and personal AI financial assistant. Based on your Personal Financial Wellness Profile, Finley will craft advice and recommendations to help you navigate your financial journey. Whether you need help sorting out investment options, managing debts, or setting and achieving financial goals, Finley is here to assist you every step of the way with smart, personalized insights and strategies.

• 4
  Intuitive Stock Picking and Financial Planning Software

Members of the PRO$PER™ system gain access to the Sterling Stock Picker software, a dynamic tool that streamlines the investment process with real-time analytics and actionable insights, as well as a 'do it for you' Portfolio Builder and analyser. This software simplifies the investment process, providing real-time, data-driven analysis to help you make informed decisions. With features like the North Star Ranking System™, the software offers clear guidance on whether to buy, sell, hold, or avoid specific stocks, based on comprehensive market analysis and social sentiment.