Boost Efficiency with Intuitive Document Automation Tools
98% renewal rate
Remain Innovative with Document Automation Built for Finance
Win More Business
Provide Extra Value to Clients
Boost Employee Satisfaction
Transforming Document Creation Workflows in Financial Services
- Advisory
- Investment Banking
- Asset Management
- Private Equity
Produce Gold Standard
Due Diligence Reports
Strengthen content governance with a centralized repository, giving teams easy access to best-practice materials.
Plus, automate the detection of outdated slides, disclaimers, and incorrect fonts to enforce brand and legal compliance.
Deliver Pitches Quicker Than
The Competition
Structure your pitches with an automatic table of contents in one click to eliminate hours of
manual work.
Enable quick access to up-to-date tombstones in PowerPoint—boosting both efficiency and accuracy.
Guarantee On-Brand Deliverables in Half the Time
Enforce brand compliance by standardizing portfolio reports, RFPs, and fund presentation templates across the business.
Save countless clicks in PowerPoint formatting with pre-set style elements.
Present Flawless Data Every Time
Ensure data accuracy across investment memorandums and annual performance reports with easy, one-click updates.
Use intuitive modeling tools to instantly add formulas, track precedents, and solve errors to avoid costly mistakes.
Boost Productivity with the
Best Document Automation Solution
Efficiently Build Pitchbooks, Proposals and Reports
Say goodbye to manually searching for up-to-date templates, building a table of contents and updating page numbers. UpSlide’s software automates document creation with one-click solutions.
Guarantee Everyone is Using the Latest, Brand Compliant Templates
Enable easy access to automated, branded templates directly within your favorite Microsoft 365 applications.
Reduce the Time Spent Manually Structuring and Updating Deliverables
Automatically structure PowerPoint presentations in one click. Ensure the table of contents, sections and page nmbers are always accurate – even after multiple changes.
Create Perfectly Branded Documents Every Time
Forget spending hours sourcing on-brand content and formatting slides. UpSlide makes brand compliance easy with access to one-click formatting tools and AI-powered automation.
Easily Build Documents with Up-to-Date, On-Brand Corporate Materials
Access the latest slides, logos, tombstones, disclaimers and more from a centralized PowerPoint, Word and Excel library.
Ensure Tables, Bullet Points, and Shapes Are Formatted to Your Brand Guidelines
Guarantee elements within pitchbooks, proposals, and reports are perfectly positioned with one-click formatting tools.
Watch Our Webinar: The Pitchbook Evolved
Learn how to overcome the biggest obstacles facing investment banks today, from maximizing efficiency in low-headcount teams to creating pitches that stand out from the competition.
Jonathan Tunnacliffe
Director, UpSlide
Alex Boyce
Head of Capital Solutions, Stifel
Janik Bold
MD and COO, Leverest
This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.
Claus Hansen-Damm, COO
Automatically Update all Data Points in Reports with One Click
Manually exporting and updating data in deliverables is a time-consuming, error-prone process. Leverage UpSlide to ensure teams efficiently produce accurate documents.
Accelerate Report Creation By Removing Manual Work
Say goodbye to fiddly copy and pasting; easily export high resolution charts, tables, figures and text into your report in seconds.
Guarantee Data Accuracy in One Click
Safely update thousands of data points in seconds, thanks to our unbreakable link. Edit slicer values from within PowerPoint or Word to easily create duplicate reports.
Proof and Perfect Documents in Half the Time
Put the time spent manually fine-tuning your documents to better use with UpSlide’s automated proofing tools.
Automatically Check for Errors and Inaccuracies
Quickly identify and fix outdated content, non-compliant fonts and misaligned shapes to guarantee high-quality documents.
Get Your Document Client-Ready in Seconds, Not Hours
Finalize reports faster by cleaning up notes and comments on a deck in seconds, plus optimize the file size before sharing.
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 in under 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 in under 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.
Discover our full guide to using document automation in financial services
