Create Quality Deliverables with UpSlide's Financial Advisory Software
4.9/5 customer satisfaction
4.75/5 on G2 review
One Solution for All Your Teams' Needs
Produce Quality Deliverables Faster
Ensure Your Data Stays Up-to-Date
Provide Extra Value for Your Clients
Boost Cross-Team Collaboration
How We Support Clients in Advisory
Intuitive Features That Save 8h+ Pper User, Per Month
Prepare Data More Effectively in Excel
Ensure Every Excel Table and Chart is On-Brand
Automatically transform tables and charts into your company’s branding for more impactful client presentations.
Build Complex Financial Charts in One Click
Build brand-compliant waterfall, stacked waterfall, and Marimekko charts in Excel without the stress of manual formatting.
Guarantee Data Accuracy Across All Your Deliverables
Link Excel to PowerPoint and Word Instantly
Link tables, charts and text directly to PowerPoint or Word. Update thousands of linked data points in seconds without ever leaving PowerPoint.
Import Power BI Visuals via an In-App Window
Open and filter whole Power BI dashboards for your deliverables via an in-app pane. Link selected visuals or whole pages from Power BI and update them instantly.
Build Recurring Reports Even Faster
Duplicate decks and refresh all Excel and Power BI links to accurately pull through the most relevant data.
Reduce the Risk of Human Error
Create Structured, On-Brand Decks in Half the Time
Choose a Template for Every Task
Get started with a selection of pre-built, brand-compliant templates in PowerPoint and Word. Whether it’s a due diligence report, strategy presentation, or pitchbook, trust that you have a template for every scenario.
Seamlessly Access Content Across Microsoft 365
Quickly find on-brand, compliant slides, decks and text elements with a fully searchable shared library within PowerPoint, Word and Excel.
Automate Your Table of Contents
Add instant structure to every presentation with an automated Table of Contents in PowerPoint. This updates automatically whenever you add, delete or move sections and sub-sections.
Perfect Your Presentation in Seconds
Eliminate Formatting Errors in PowerPoint
Arrange shapes, swap text, and apply pre-set company styles to elements in a few clicks with our precision formatting tools.
Ensure Client Deliverables Are Always Error-Free
Identify and fix misalignments, incorrect branding, punctuation errors and out-of-date content in one click with Slide Check.
Cut Your Reviewing Time by 50%
Remove notes and comments, and convert a deck to PDF format in one click with the Send and Finalize features.
865
teams using UpSlide
8+ hours
saved per user, per month
38k
users in advisory
Stress-Free Brand and Legal Compliance
Transform content management across your company with the shared Library in PowerPoint, Excel, and Word. Ensure teams can access legally compliant, on-brand material when they need it most.
Access Pre-Approved Disclaimers for Every Report, Pitch and Proposal
Insert Pre-Formatted Tombstones Within PowerPoint
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.
Use document automation to streamline workflows across your entire business
