Discover our latest report Investment Banking Software 2024: Challenges, Trends and Strategies
Solutions
Find out how we can help your teams get more from Microsoft 365.
Use Cases
Document Automation
Fuel your efficiency with automated document creation.
Brand Compliance
Turn every employee into a brand ambassador to guarantee compliant and consistent deliverables.
Reporting Automation
Streamline report creation and tell more compelling stories with data.
Content Enablement
Enable sales and consulting teams to instantly find best-in-class materials.
Industries
Investment Banking
Produce top quality, accurate pitchbooks, reports, and IMs.
Advisory
Deliver accurate due diligence questionnaires and pitchbooks.
Asset Management
Save time building best-practice portfolio reports and RFPs.
Private Equity
Create best-practice IMs, fund reports, and due diligence reports.
Financial Reporting
Streamline financial report creation for your business in Microsoft 365.
Services
Implementation
Design Studio
Enhance your UpSlide project with the support of a dedicated team of design experts.
Top Features
UpSlide gives you access to 65+ intuitive features to transform your use of PowerPoint, Excel, Power BI, Outlook and Word.
Excel to PowerPoint/Word Link
Link and update Excel tables and charts to PowerPoint or Word instantly.
Content Library
Give teams access to corporate materials in PowerPoint, Word or Excel.
Table of Contents
Structure documents around our automated Table of Contents.
Power BI to PowerPoint/Word Link
Link and update Power BI visuals or pages to PowerPoint or Word instantly.
Template Management
Easily manage automated, branded templates company-wide.
Slide Check
Audit and correct your presentation with a single click.
Financial Modeling Tools
Build, navigate, and review complex financial models quickly.
PowerPoint Formatting
Save countless clicks and build perfectly formatted slides.
Excel Charts
Create stacked Waterfall, Marimekko charts, all in your company branding.
Resources
Expert advice, press news and user resources to help you make the most of UpSlide.
Learn
Knowledge Hub
Discover product updates, insights and efficiency tips for Microsoft 365!
ROI Calculator
Calculate how much value UpSlide could bring to your business.
Press
User Resources
UpSlide Portal
Access the UpSlide Portal to manage your licenses.
Help Center
Discover everything you need to know about our features with FAQs and tutorial videos.
Investment Banking Software 2024: Challenges, Trends and Strategies
About Us
We’re a global firm on a mission to help people work better whilst enjoying what we do.
Our Company
About UpSlide
There are 140+ UpSliders delivering excellent service to all our clients.
Sustainability
We are committed to building a better future for our teams, clients, communities and the planet.
Contact
Get in touch and our team will be happy to answer all your questions.
Join our Journey
Partners
We collaborate with leading firms to help our clients work better.
Careers
Explore our flexible, exciting opportunities and join us to become part of a vibrant global team.
Discover how we Achieved our B Corp Certification
Want to speed up report creation by connecting Power BI to PowerPoint? Discover five efficient...
Ever wondered what the Microsoft 365 add-in Power Query is and how it works? If...
Looking to export Power BI data to Excel? Explore our top four recommendations to improve...
What do you think of when you hear the term ‘brand compliance’? For many, it...
Let’s explore efficient ways of linking Excel to PowerPoint—from native embedding to UpSlide’s dynamic link...
Conducting a deep dive brand audit will enable you to step into your clients’, prospects’...
Are your teams facing significant inefficiencies or bottlenecks in their content generation workflows? Read this...
Financial reporting teams are constantly seeking more efficient ways to boost productivity when building recurring...
PowerPoint is the cornerstone of business communication, strategy, and collaboration, with most of us spending...
For finance and professional services firms in particular, PowerPoint templates are the backbone of a...
Successful businesses must effectively and consistently present their brand identity across multiple platforms, including their...
In the competitive landscape of the financial services industry, the way your business builds and...
Florence, UpSlide’s Senior Consultant and Excel expert, has a few easy hacks up her sleeve...
Producing high-quality reports within strict deadlines is a familiar challenge for many financial reporting teams....
Content is at the core of your business. It’s how your teams highlight your values,...
More and more financial professionals have been adopting Power BI, the Microsoft software that is...
Looking to become B Corp Certified? You’ve come to the right place. In November 2022,...
Power BI has revolutionized data visualization, enabling finance teams to present their data in a...
The never-ending quest for performance and profitability, coupled with increased competition, is pushing companies to...
Crises are not only pivotal moments for a company – but also for their leaders....
Icons are everywhere in our daily lives: applications, software, websites, etc. These pictograms or simple...
Today, everyone has to adapt their working methods, starting with enabling remote working within the...
More articles
