Professional Documents & Presentations,
Instantly Created
Generate publication quality financial planning documents and stunning presentations in seconds. AI creates Word documents and Gamma.ai presentations that are 100% contextual to each client's specific situation.
Free forever • 100 free credits • No credit card required
2025 Retirement Strategy
Martinez Family Financial Plan
Executive Summary
Based on your current assets of $2.8M and projected retirement in 2032, this strategy outlines a comprehensive approach to...
Current Financial Position
- • Total Assets: $2,800,000
- • Annual Income: $320,000
- • Retirement Target: Age 62 (2032)
Recommended Actions
- • Increase 401(k) contributions to maximum
- • Implement backdoor Roth strategy
- • Rebalance portfolio to 70/30 allocation
Q4 2024 Portfolio Review
Your Investment Performance
Total Portfolio Value
$2,847,000
+8.4% YTD
Stocks
70%
Bonds
30%
Slide 1 of 12
Professional Content, Generated Instantly
AI-powered documents and presentations that understand your clients and match your brand
Professional Documents
Word-formatted financial plans, proposals, meeting summaries, and strategy reports ready to share
Beautiful Presentations
Stunning presentations powered by Gamma.ai with professional design, charts, and visual storytelling
100% Contextual
Every document auto-populated with client-specific facts, goals, portfolio data, and financial situation
Fully Customizable
Edit templates, branding, tone, and content structure to match your firm's style and voice
Export Ready
Download as .docx files or share presentation links instantly
Multi-Purpose
Create financial plans, proposals, portfolio reviews, educational content, and client communications
Publication-Quality Output
AI-generated content that's professional enough to share with clients immediately
What You Can Create
Documents
Microsoft Word Format
- •Retirement Planning Strategy Reports
- •Portfolio Review Summaries
- •Tax Planning Recommendations
- •Estate Planning Proposals
- •Meeting Follow-up Summaries
Presentations
Powered by Gamma.ai
- •Quarterly Portfolio Reviews
- •Retirement Readiness Analysis
- •Tax Strategy Overviews
- •Investment Philosophy Decks
- •Financial Planning Roadmaps
Why Quality Matters
Publication-Quality Output
Professional formatting, proper structure, and polished design that's ready to share with clients without additional editing
Client Context Integration
Every document is auto-populated with specific household data, goals, portfolio values, and financial facts
Brand Consistency
Maintain your firm's voice, style guidelines, logo, and colors across all generated content for professional consistency
Instant Generation
Create comprehensive financial plans and presentations in minutes instead of hours
Powered By Industry-Leading Platforms
Sterling integrates with Gamma.ai for stunning presentations and exports to Microsoft Word for fully editable documents
Seamlessly Integrated with Your Workflow
Sterling pulls client data automatically and exports to industry-leading platforms
Client Data
CRM + Documents
AI Analysis
Context-Aware
Generation
Instant Output
Microsoft Word
Fully editable .docx files with professional formatting, client-specific data, and your firm's branding
Gamma.ai Platform
Beautiful, interactive presentations with professional design, charts, and visual storytelling
Word Export
Download fully formatted documents ready to edit, customize, or share directly with clients
Gamma Platform
Generate stunning presentations with professional design, interactive elements, and visual polish
CRM Sync
Automatically pulls household data, financial facts, and portfolio information from your CRM
Content Creation is Free
Unlimited documents • Unlimited presentations • Unlimited regenerations
Generate unlimited content for free
Create as many documents and presentations as you need with zero charges
No per-generation fees • No content limits • No hidden costs
About Gamma.ai Presentations
Gamma.ai is a third-party presentation platform with its own separate pricing. Sterling integrates with Gamma.ai to create stunning presentations, but Gamma.ai's pricing is independent of Sterling.
Free Content Creation Includes:
Unlimited Content Generation
Create as many documents and presentations as you need
100% Contextual
Auto-populated with all relevant client data and context
Full Customization
Templates, tone, branding, and content structure
Free Word Export
Download .docx files with zero charges
Unlimited Regenerations
Edit and regenerate content without additional costs
Professional Quality
Publication-ready formatting and design
From Request to Delivery in Seconds
Three simple steps to generate professional-quality content
Select Type & Client
Choose the type of content you want (financial plan, portfolio review, proposal, etc.) and select the client household from your CRM
AI Generates Content
Sterling's AI automatically pulls relevant client data, analyzes their financial situation, and generates publication-quality content in seconds
Review & Export
Review the generated content, make any edits or refinements, then export to Word or share as a Gamma.ai presentation link
Ready to Transform Your Content Creation?
Start generating professional documents and presentations in seconds. Get 100 free credits to explore all features with no credit card required.
Free forever • 100 free credits • No credit card required