UpSlide for advisory

Create accurate and compliant deliverables in Microsoft 365

Ensure quality, efficiency and accuracy across all documents, from recurring reports to due diligence questionnaires and pitchbooks, with UpSlide.

4.9/5 customer satisfaction

4.75/5 on G2 review

One solution for all your team's needs

How we support clients in advisory

Intuitive features that save 8h+ per user, per month

Prepare data more effectively in Excel

Automatically transform tables and charts into your company’s branding for more impactful client presentations.

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 tables, charts and text directly to PowerPoint or Word. Update thousands of linked data points in seconds without ever leaving PowerPoint.

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.

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

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.

Quickly find on-brand, compliant slides, decks and text elements with a fully searchable shared library within PowerPoint, Word and Excel.

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

Arrange shapes, swap text, and apply pre-set company styles to elements in a few clicks with our precision formatting tools.

Identify and fix misalignments, incorrect branding, punctuation errors and out-of-date content in one click with Slide Check.

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

Link key legal disclaimer and overview slides to multiple decks and update them all at once across your corporate library.

Insert pre-formatted tombstones within PowerPoint

Filter and select relevant, up-to-date credentials for your pitchbooks and proposals from an in-app menu 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​

Use document automation to streamline workflows across your entire business