Discover our latest report Investment Banking Software 2024: Challenges, Trends and Strategies
Solutions
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Document Automation
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Brand Compliance
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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
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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
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Learn
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ROI Calculator
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Press
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Investment Banking Software 2024: Challenges, Trends and Strategies
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