Streamline Document Creation Across Your Entire Business
helping teams work better in Microsoft 365
of clients in financial and professional services
One Solution for all Your Document Creation Needs
Fuel Your Efficiency with Automated Document Creation
Give your teams the tools to easily create high-quality presentations, proposals, and pitchbooks using Excel, PowerPoint, Word and Power BI.
Make it Easier Than Ever for Teams to Stay On-Brand
Maintain brand compliance globally by embedding your brand guidelines and templates within 365 and enabling effortless access to the latest, marketing-approved content and email signatures.
Streamline Reporting Processes for Better Decision-Making
Create professional and consistent reports all the time, in half the time, with automated data updates and formatting - empowering your teams to focus on higher-value data analysis.
Boost Business Growth with Easy Access to Compelling Documents
Simplify your internal content management process and enable your teams to quickly create winning pitchbooks and reports using the latest best-practice, high-performing content.
Investment Banking Software 2024: Challenges, Trends and Strategies
Gain exclusive access to insights about how global investment banks are approaching their software spending in 2024 and beyond.
In partnership with:
Guarantee Accurate Reports with Automated Data Linking and Updating
Reliably link and update thousands of data points between Excel and PowerPoint, or Word, in seconds.
Give Your Team Easy Access to the Latest On-Brand Corporate Assets
Quickly and easily access and search for all best-practice corporate material via a central source in PowerPoint, Word and Excel.
Ensure Clients Always Receive Polished, Error-Free Documents
Automatically identify and fix missed errors and outdated, non-compliant content in just a few clicks.
Accelerate Report Creation and Updates with Linked Power BI Data
Easily export Power BI pages and visuals to PowerPoint and Word and update all your data data with a single click.
Easily Insert Perfectly Formatted, Up-to-Date Deal Data Into Your Presentations
Seamlessly access and insert the correct tombstones for your pitchbook or proposal, all managed via a simple centralized source.
Say goodbye to manual, repetitive work and inconsistent documents
Guarantee accurate reports with automated data linking and updating
Reliably link and update thousands of data points between Excel and PowerPoint, or Word, in seconds.
Give your team easy access to the latest on-brand corporate assets
Quickly and easily access and search for all best-practice corporate material via a central source in PowerPoint, Word and Excel.
Ensure clients always receive polished, error-free documents
Automatically identify and fix missed errors and outdated, non-compliant content in just a few clicks.
Accelerate report creation and updates with linked Power BI data
Easily export Power BI pages and visuals to PowerPoint and Word and update all your data data with a single click.
Easily insert perfectly formatted, up-to-date deal data into your presentations
Seamlessly access and insert the correct tombstones for your pitchbook or proposal, all managed via a simple centralized source.
Discover our Client Stories
Trusted by financial and professional services teams for over a decade
Best-in-class technical support
Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to within an hour.
In-house adoption experts
Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.
Enterprise-level
security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
Industry-focused innovation
We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs.
Trusted by Financial and Professional Services Teams for Over a Decade
Best-in-Class Technical Support
Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to within an hour.
In-House Adoption Experts
Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.
Enterprise-Level Security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
Industry-Focused Innovation
We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs.
Frequently Asked Questions
Why Should my Company use UpSlide?
UpSlide empowers your teams to create more accurate, on-brand documents in less time. This results in more time to focus on higher-value tasks that are not only more rewarding for your team, but also more impactful for your business. Our functionalities are tailored to support the specific needs of financial and professional services firms, guaranteeing high adoption and return on investment for your business.
How Easy is UpSlide to Use?
Our user interface prioritizes simplicity, seamlessly fitting into your existing workflows. Access features through a user-friendly ribbon integrated into Microsoft 365 apps and benefit from customized training,
in-app prompts, and tutorials to make the most out of UpSlide from day one.
What is UpSlide Compatible with?
UpSlide can be installed on any machine equipped with Microsoft Windows 10 and 11 (x32 or x64), Microsoft Office 2016, Office 2019, Office 365 Current Channel.
Please note that UpSlide is a VSTO add-in and cannot be installed on a Mac.
How Long Does it Take to Deploy UpSlide?
UpSlide’s implementation involves four main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose.
On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.
How Much Does UpSlide Cost?
UpSlide prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would cost for you, please get in touch with us and our team will be happy to give you a personalized quotation.
How Secure is UpSlide?
Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.
