Talk to an Expert
Book a Demo

UPSLIDE FOR ASSET MANAGEMENT

Investment-Grade Materials That Win and Retain Investors

Deliver flawless quarterly reports, winning RFPs, and professional fund marketing with asset management reporting software that demonstrates your firm’s expertise and operational excellence.

Talk to an Expert
Woman working on a Dell laptop in a modern office, focusing on productivity.
BNP Paribas logo featuring three stylized stars in a square.
Royal London Asset Management logo with a pelican, relevant to UpSlide for Coller Capital.
Troy Asset Management logo.
Partners Capital logo. UpSlide for consulting brand consolidation.
Campbell Lutyens logo with a pineapple, representing the firm's brand.
TotalEnergies UpSlide logo with elegant flourish design elements.
Natixis Investment Managers logo with a stylized checkmark

Impress Investors

Keep investors confident with flawless, accurate quarterly reports and fund materials thanks to automated data updates and AI-powered quality assurance.

Win More RFPs

Respond to institutional RFPs faster with centralised, approved template content in Word and PowerPoint, and efficient multi-stakeholder review.

Scale Efficiently

Automate recurring reports by duplicating templates and refreshing data instantly each month or quarter.

Built For Your Entire Investment Process

DCF Analysis overview in UpSlide, showing a Smart Track feature for cell formula tracking. #DIV/0! errors visible.

Build Robust Financial Models

Navigate complex workbooks efficiently, track formulas, and audit models with intuitive Excel tools – eliminating errors before linking data to investor materials.

Discover Financial Modeling Tools

Create Complex, On-Brand Charts Instantly

Generate professional performance attribution waterfalls and CAGR arrows with one click – no manual formatting required.

Discover Advanced Excel Charts
Q4 2025 Fund Performance report with Excel Link Manager showing fund returns and asset allocation.

Automate Performance Reporting

Link fund performance data from Excel/Power BI to qquarterly reports in PowerPoint and Word – then refresh all linked data with one click, saving 21+ hours per month per user.
Discover Excel to PowerPoint/Word Link

Validate Reports Before Distribution

Run AI-powered consistency checks across investor materials to catch calculation errors, inconsistencies, and formatting issues before reports reach investors.
Discover AI Consistency Check
UpSlide Library interface showing ESG RFP responses with slides and shapes.

Stop Reinventing RFP Responses

Create a searchable library of approved strategy descriptions, performance disclosures, and team bios in Word and PowerPoint – so your IR team finds gold-standard content in minutes.
Discover Content Library

Streamline Multi-Stakeholder Reviews

Monitor all edits from portfolio managers, compliance, and legal with Track Changes – avoiding version control issues while accelerating sign-off.

Discover PowerPoint Track Changes
UpSlide library interface showing disclaimer templates for asset management, some locked for editing.

Maintain Brand Consistency Across All Materials

Ensure every fund marketing piece, investor presentation, and client communication reflects your firm’s brand standards with centralized templates and content.

Discover PowerPoint Templates

Lock Regulatory Disclaimers and Disclosures

Guarantee all marketing materials include required disclaimers and performance disclosures that comply with AMF, SEC, or FCA regulations – with lockable content that can’t be accidentally edited.

Discover Content Library

Trusted for 15+ Years

BNP Paribas logo featuring three stylized stars in a square.

Thanks to UpSlide’s Excel to PowerPoint Link, we can finally spend more time on reporting and analysis instead of collecting and checking figures.

Man presenting project management software interface on laptop

Thibaut de Clerck

Head of Management Control, IFS

BNP Paribas

Read BNP Paribas' Story
Clarksons logo in dark red, featuring the company's name and a stylized wave design.

We now have company-branded slide decks, templates, images, icons and assets stored in one centralized place that are readily available for our teams to use.

Smiling woman in office setting. Managing an Outlook signature manager.

Samantha Cottle
Marketing Director
Clarksons

Read Clarkson's Story
forvis mazars logo

The Track Changes feature has worked seamlessly and will bring clarity and control to our review processes. Looking forward to rolling out this well-sought-after feature to the wider team.

Headshot of Imran Butt, Manager Due Diligence at Forvis Mazars

Imran Butt
Manager – Due Diligence
Forvis Mazars

Read Forvis Mazars' Story
BDA Partners logo

Consistency Check is really helpful for double-checking that the numbers made sense – something that’s genuinely useful.

Professional headshot of a man wearing a suit and tie.
Chad Liu
Analyst
BDA Partners
Read BDA Partners' Story

Don’t Let Errors Cost
You Credibility

Ensure every deck is accurate, consistent, and client-ready – from narrative and numbers to final formatting, before it reaches investors.

Discover Quality Assurance and Review
AI consistency check in UpSlide flagging financial discrepancies in a legal due diligence document.

One Platform for Your Entire Firm

Client and Deal Teams

Execute fund strategies and serve investors with error-proof models, accurate investor reports, and efficient RFP responses that win mandates and retain assets.

Discover More

Marketing and Communications

Create compliant fund marketing materials and product documentation with approved templates, lockable regulatory disclosures, and centralized brand assets.

Discover More

Finance and Reporting

Cut monthly fund accounting and investor reporting cycles with automated data linking and one-click updates for recurring reports.

Discover More

Operations and IT

Deploy UpSlide firm-wide in under 6 weeks with enterprise security (SOC 2 Type II), scalable infrastructure, and comprehensive training support.

Discover More

Transform Your Investor Experience with UpSlide

Discover how to win more mandates, retain investors, and scale efficiently with UpSlide.

Talk to an Expert

FAQs

How Does UpSlide Help Automate Quarterly Investor Reporting?

UpSlide’s Excel to PowerPoint & Word linking automatically updates fund performance data, portfolio holdings, and market statistics across all your investor reports. Once you set up the links, refreshing quarterly reports takes seconds instead of hours – while ensuring data accuracy for regulatory compliance.

Does UpSlide Work with our Existing Performance Measurement Systems?

Yes. UpSlide works with data from Bloomberg, FactSet, Morningstar Direct, and any system that outputs to Excel or Power BI. You can link this data directly to your investor materials and update it with one click.

How Does UpSlide Ensure Data Accuracy in Fund Performance Reports?

UpSlide’s Consistency Check uses AI to validate calculations, catch data inconsistencies, and identify missing regulatory disclosures across your materials – ensuring accuracy before reports reach investors.

Can UpSlide Help Ensure Regulatory Compliance in Investor Communications?

Yes. UpSlide helps maintain compliance in several ways: 1) Lockable regulatory disclaimers that can’t be accidentally deleted. 2) Consistency Check that flags missing disclosures. 3) Centralized templates with region-specific regulatory language (SEC, FCA, AMF). 4) Audit trails showing who edited what and when.

Is UpSlide Compliant with Financial Services Data Security Requirements?

Yes. UpSlide is SOC 2 Type II certified, with enterprise-grade security including data encryption, role-based access controls, and audit trails. All data processing happens locally on your machines – nothing is sent to external servers.

How Does UpSlide Help Maintain Audit Trails for Investor Communications?

PowerPoint Track Changes records who made what edits and when, creating a complete audit trail of document reviews. The Excel Link Manager shows when data was last updated and from which source files.