UpSlide for asset management

Drive efficiency and consistency in client-facing teams

Save time building best-practice portfolio reports, RFPs and fund presentations with UpSlide.

4.9/5 customer satisfaction

98% renewal rate

The leading productivity tool for asset management

How we support clients in asset management

Effortless content management
and quality control

Minimize the time your relationship and portfolio managers spend customizing decks with the shared Content Library in PowerPoint, Word and Excel.

Prevent unwanted edits to commercial presentations

Keep slides best-practice and perfectly on-brand with the ability to lock slides and prevent accidental edits taking place.

Guarantee legal compliance across all materials

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

Intuitive features designed for investment specialists

Create beautiful decks in half the time

Whether it’s a quarterly fund report, investment memorandum, or roadshow pitch, trust that you have a template for every scenario.

Arrange shapes, swap text, and apply pre-set company styles elements across your presentation with our intuitive PowerPoint Formatting features.

Guarantee data accuracy across all your deliverables

Export key AUM data from Excel directly to PowerPoint and Word. Update thousands of linked data points in seconds without ever leaving your document.

Open and filter whole Power BI dashboards for your deliverables via an in-app pane in PowerPoint and Word. Link selected visuals or whole pages from Power BI and update them instantly.

Duplicate your deck and refresh all Excel and Power BI links to accurately pull through the most relevant data.

Perfect your presentation in seconds

Identify and fix misalignments, incorrect branding, punctuation errors and out-of-date content with Slide Check.

Remove notes and comments, and convert a deck to PDF format in one click with the Send and Finalize features.

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 productivity 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