UpSlide for Asset Management

Drive Efficiency with UpSlide's Automated Reporting Tool for Asset Management

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

Produce Higher-Quality Deliverables, Faster

Ensure all deliverables are on-brand and contain the most accurate data.

Provide Extra Value for Your Clients

Save 7+ hours a month to spend on quality control and nurturing client relationships.

Mitigate Legal and Reputational Risk

Guarantee compliance across all client-facing deliverables.

Boost Cross-Team Collaboration

Facilitate knowledge sharing between sales and marketing teams with a centralized content library.

How We Support Clients in Asset Management

UpSlide certainly saves us a lot of time! The consultants used to waste hours trying to find the latest versions of certain slides. Now, we can focus on the analysis itself and nurture our customer relationship.

Matthew Riley, Head of Research, Natixis IM

Thanks to UpSlide, our company works efficiently and comfortably – a real bonus for our marketing teams who manipulate sensitive data daily.

Julien Laplante, Business Intelligence Director, Market Research, Amundi

We’re hooked! We replaced our internal tools with UpSlide, which is far more reliable and efficient both for marketing services and sales.

Romain P, AXA IM – Real Estate

Ensure Investor Decks Stay On-Message

Identify inconsistencies and miscalculations across figures, narratives, and charts in investor decks – before performance updates go out.

Intuitive Features Designed for Investment Specialists

Create Beautiful Decks in Half the Time

Choose a Template for Every Task

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

Save Countless Clicks on Formatting in PowerPoint

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

Update Excel Data in PowerPoint and Word Instantly

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

Import Power BI Visuals via an In-App Window

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.

Create Recurring Reports Even Faster

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

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.

Proof and Perfect Your Presentation

Maintain Quality Control Across Your Presentation

Quickly identify edits across text, tables, charts, and linked Excel data via an integrated pane in PowerPoint. Prevent unwanted errors by choosing which changes to accept or reject in one click.

Ensure Client Deliverables are Always Error-Free

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