UpSlide is a Microsoft Office add-in built for Asset Managers using Excel, PowerPoint and Word every day. Our software saves you time on non-value-added tasks involved in the creation and updating of pitches, product sheets, reports, and RFPs.
UpSlide for Asset Management
You work in Asset Management? Stop wasting time on Excel and PowerPoint, try UpSlide!
Save up to 3.5h each month by building your pitches and product sheets 5X faster
PowerPoint, Excel and Word re-thought for Asset Management
Work five times faster by automating the low value tasks
Excel-PowerPoint Link
Export Excel tables, charts or key figures from Excel to PowerPoint in a single click. Your source data is exported as enhanced metafiles in your PowerPoint report, keeping your presentations light and your data secured. Updating your AUM has never been so easy!
Shared Library
Share and access to your branded and up-to-date corporate slides, logos, tables, and disclaimers directly from Office. Need to work on a request for proposal? A keyword is enough to find all the elements you need in your PowerPoint or Word library.
Slide Check
Make sure your slides content is up-to-date and your layout flawless thanks to the Slide Check. Need a last review of your pitch? Ensure compliance of your content and correct typos in one click.
Why choose UpSlide in Asset Management?
Create
flawless product sheets and pitches
Update
your reports in just a few clicks
Ensure
compliance and homogeneity of all your materials
They "UpSlide" every day
-
The deployment of UpSlide allowed us to improve the way we create and update our marketing materials. Thanks to UpSlide, our staff can now work more efficiently and with confidence. A real plus for a marketing team like ours, who manipulates sensitive data every day.
Julien LaplanteRFP Director, La Française -
Thanks to UpSlide our bankers can now rely on the Library to build their customized client presentations. They have access to 250 branded, compliant slides. The design is flawless and the compliance of the content is ensured: everyone is satisfied!
Yannick FouilletDigital Project Director, Natixis Wealth Management -
UpSlide helps us update our PowerPoint presentations and improve our reactivity when we answer to RFPs and Word questionnaires from our clients and prospects. The team is very nice and they are all true pros! I warmly recommend UpSlide.
Camille Camou LopezClients Service, Sycomore AM
Become an Efficiency champion thanks to our best practices dedicated to Asset Management
-
Financial NewsThe Pitchbook of Tomorrow
