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.
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
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.
Create Complex, On-Brand Charts Instantly
Generate professional performance attribution waterfalls and CAGR arrows with one click – no manual formatting required.
Automate Performance Reporting
Validate Reports Before Distribution
Stop Reinventing RFP Responses
Streamline Multi-Stakeholder Reviews
Monitor all edits from portfolio managers, compliance, and legal with Track Changes – avoiding version control issues while accelerating sign-off.
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.
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.
Trusted for 15+ Years
Thanks to UpSlide’s Excel to PowerPoint Link, we can finally spend more time on reporting and analysis instead of collecting and checking figures.
Thibaut de Clerck
Head of Management Control, IFS
BNP Paribas
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.
Samantha Cottle
Marketing Director
Clarksons
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.
Imran Butt
Manager – Due Diligence
Forvis Mazars
Consistency Check is really helpful for double-checking that the numbers made sense – something that’s genuinely useful.
Analyst
BDA Partners
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.
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.
Marketing and Communications
Create compliant fund marketing materials and product documentation with approved templates, lockable regulatory disclosures, and centralized brand assets.
Finance and Reporting
Cut monthly fund accounting and investor reporting cycles with automated data linking and one-click updates for recurring reports.
Operations and IT
Deploy UpSlide firm-wide in under 6 weeks with enterprise security (SOC 2 Type II), scalable infrastructure, and comprehensive training support.
Transform Your Investor Experience with UpSlide
Discover how to win more mandates, retain investors, and scale efficiently with UpSlide.
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.