Discover UpSlide, The Best Alternative to Templafy
Cut document creation time by 75% with UpSlide: the best document automation and brand compliance solution for Microsoft 365.
4.9/5 customer satisfaction
98% renewal rate
Industry leaders trust UpSlide over Templafy
Enterprise-level scalability
Financial services expertise
Long-term client partnership
Guaranteed high adoption and ROI
Why choose UpSlide?
Drive ROI with bespoke change management support
UpSlide offers bespoke change management and adoption support to guarantee your teams see productivity gains in Microsoft 365 from day one.
Our team of in-house implementation experts deliver personalized rollouts to ensure you meet your business objectives, from initial set-up to user acceptance testing and aftercare.
Ensure compatibility with your tech stack
UpSlide is a Microsoft Partner, equipped to align with Microsoft’s future product roadmap.
Our automation features cover core Microsoft 365 platforms from PowerPoint, Excel, and Word to Outlook and Power BI. With a range of integrations and partnerships, UpSlide will fit seamlessly alongside your current tech stack.
Enhance document creation company-wide
UpSlide is an end-to-end branding and productivity solution that covers the full Microsoft 365 suite.
If you’re a finance firm that wants to drive efficiency with our Dynamic Tombstone Library or Excel Modeling features, or a large corporate that wants to ensure brand consistency with our Content Library – we offer 65+ features to answer the needs of your entire business.
Trust a solution that understands your industry
UpSlide was built by finance professionals to anticipate and support the demands of finance professionals for years to come.
Our functionality encompasses core financial services workflows from end-to-end. With over 13 years of successful roll-outs, we’ve helped clients like BNP Paribas, KPMG, Rothschild & Co., and UniCredit achieve their productivity goals, saving each employee over 8h per month.
Solve queries with ease thanks to in-house support
With a global team of in-house support specialists, UpSlide guarantees that your teams receive responsive support to any problems that may arise in Microsoft 365.
80% of UpSlide support tickets are resolved within the hour, ensuring your most important work can carry on seamlessly.
Choose a premium solution for long-term value
Are you prioritizing cheaper initial costs over long-term ROI and value from your software investment? If it’s the former – UpSlide might not be for you!
We’re a premium solution with advanced features and support, and our pricing reflects that. Our licenses are designed for teams from as small as five to upwards of 40,000, with different packages and volume discounts to suit your needs.
Support your CSR objectives with UpSlide
At UpSlide, we are committed to building a better future for our teams, clients, communities and the planet.
We are a Certified B Corporation, and we offer discounts to NGOs and other members of the B Corp community.
UpSlide helps teams save 8+ hours per user, per month
- Advisory
- Asset management
- Investment banking
- Private equity
- Financial reporting
Guarantee clarity and structure across due diligence reports
Ensure easy navigation and precision formatting in PowerPoint with UpSlide’s automated Table of Contents.
Add instant structure to a deck and update all sections, breadcrumbs, and footers in one click.
Leverage pre-approved, impactful content for client deliverables
Store slides, images, and disclaimers for company-wide access within the Content Library in PowerPoint.
Cut pitchbook creation time by 75%
Leverage a centralized source of truth for all completed transactions.
Free teams to dedicate more time to perfecting their pitch with UpSlide’s Dynamic Tombstones Library.
Build reliable and accurate investment memorandums
Deliver cutting-edge insights for investment memorandums with UpSlide’s Financial Modeling tools.
Instantly add formulas, track precedents, and solve errors in seconds.
Ensuring efficient recurring
report creation
Present the most up-to-date data to key internal stakeholders with the Excel to PowerPoint Link.
Update one or thousands of data points across your reports in one click.
Enhance productivity across all your workflows
Document automation
Brand compliance
Content enablement
Reporting automation
Discover more time-saving features
Popular
Excel to PowerPoint or Word Link
Link tables, charts or text in PowerPoint or Word to Excel files, and update in a single click.
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New
Power BI to PowerPoint or Word Link
Link visuals or pages from your Power BI report to PowerPoint and update them instantly.
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New
Table of Contents
Automate the summary, sections and appendices to better structure your presentations.
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New
Slide Check
Audit and correct your presentation with a single click.
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Popular
Content Library
Give teams instant access to corporate documents, assets and templates, from within Microsoft 365.
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New
Template Management
Easily manage automated, branded templates company-wide.
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New
Logo Finder
Insert high-quality company logos, without ever leaving PowerPoint.
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Popular
PowerPoint Formatting
formatting features.
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New
Footnotes
Add quick references in PowerPoint as seamlessly as you do in Word.
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Popular
Excel Formatting
Instantly apply company branding to tables and charts in Excel.
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Popular
Excel Charts
company branding.
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New
Financial Modeling Tools
Build, navigate, and review even the most complex financial models quickly and easily.
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New
PowerPoint Slide Converter
The easiest way to convert slides and templates from one brand to another.
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New
Outlook Signature Manager
Guarantee your entire business delivers on-brand, impactful emails.
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New
Dynamic Tombstone Library
Insert perfectly formatted, up-to-date credentials into your pitchbooks and proposals.
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New
Send and Finalize
Ensure PowerPoint presentations are client-ready in a few clicks.
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Show more
Over 13 years of client partnerships
UpSlide has enabled everyone in the business to work more efficiently. The tool has cut out so much wasted time, so now we can work on more projects.
Joanna Osborne, Head of Marketing, Singer Capital Markets
UpSlide acts as an additional member of our marketing team – one that we can trust to guarantee that our global teams will produce brand-compliant, high-quality deliverables.
Samantha Cottle, Head of Marketing, Clarksons
Now teams have easy access to content via the Library, and receive materials from colleagues in a consistent format, it will eliminate unnecessary email chains and the duplication of work.
Peter Dieler, Associate Director DCM, UniCredit
A solutions partner you can trust
Frequently asked questions
What is the best alternative to Templafy?
If your team has high demands for quality and accuracy, a premium software like UpSlide is the best alternative for you.
UpSlide empowers your teams to create more accurate, on-brand documents in less time. This results in more time to focus on higher-value tasks that are not only more rewarding for your team, but also more impactful for your business. Our functionalities are tailored to support the specific needs of financial and professional services firms, guaranteeing high adoption and return on investment for your business.
How easy is UpSlide to use?
Our user interface prioritizes simplicity, seamlessly fitting into your existing workflows. Access features through a user-friendly ribbon integrated into Microsoft 365 apps and benefit from customized training,
in-app prompts, and tutorials to make the most out of UpSlide from day one.
What is UpSlide compatible with?
UpSlide can be installed on any machine equipped with Microsoft Windows 10 and 11 (x32 or x64), Microsoft Office 2016, Office 2019, Office 365 Current Channel.
Please note that UpSlide is a VSTO add-in and cannot be installed on a Mac.
How long does it take to deploy UpSlide?
UpSlide’s implementation involves four main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose.
On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.
How much does UpSlide cost?
UpSlide prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would cost for you, please get in touch with us and our team will be happy to give you a personalized quotation.
How secure is UpSlide?
Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.
Ready to transform your team's efficiency?
Get in touch today to discover how you can streamline your document creation workflows with UpSlide or watch the video below to learn more.
What to consider before choosing a productivity tool
The type of work you do
UpSlide is an end-to-end branding and productivity solution that covers the full Microsoft 365 suite. If you’re a finance firm that wants to drive efficiency with our Dynamic Tombstone Library or Excel Modeling features, or a large corporate that wants to ensure brand consistency with our Content Library – we offer 65+ features to answer the needs of your entire business.
The viability of the software
Your teams will love using UpSlide from day one thanks to our:
- Smooth UX that favours simplicity over complexity
- User-friendly ribbon that’s integrated into your favourite Microsoft Office applications
- Tailored training sessions
- In-app, on-demand onboarding materials to boost adoption
The budget available
Are you prioritizing cheaper initial costs over long-term ROI and value from your software investment? If it’s the former – UpSlide might not be for you!
We’re a premium solution with advanced features and support, and our pricing reflects that. Our licenses are designed for teams from as small as five to upwards of 10,000, with different packages and volume discounts to suit your needs.
