Cut document generation time by automating heavily manual tasks
Ensure clients receive homogeneous, on-brand reports from you every time
Empower teams to build high-impact, accurate deliverables for clients, with ease
Creating impactful pitchbooks and status reports can be challenging; manually updating data, ensuring charts are brand compliant, and handling multiple revisions takes time. That’s why 12,000+ financial advisory professionals trust UpSlide to streamline their document management in Microsoft.
Instantly apply your graphic charter to Excel tables and charts.
Every new chart created will automatically comply with your company’s brand guidelines.
Export your charts, tables and text, from Excel to PowerPoint or Word with our robust Link.
No matter how many links you have in your pitchbook and report, you can update them all in a single click.
Using Power BI? Link your visuals to PowerPoint and update data instantly.
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Instantly add an automated Table of Contents to your report or pitchbook.
Rearrange and update your sections, subsections or breadcrumbs and your Table of Contents will update automatically.
Store the latest brand-compliant materials, such as slides, logos and market commentaries centrally, and make them accessible within PowerPoint, Word and Excel.
We save considerable amounts of time creating our documents. UpSlide has become so important in our daily lives that we can’t even imagine how we would work without it.
Our users are saving a significant amount of time on document creation.
Over the first three months, they estimate UpSlide is saving them 23% of the usual time spent per month on creating these documents.
Our Corporate Finance team rely on UpSlide on a daily basis, linking their Excel data to their PowerPoint reports to ensure they contain up-to-the-minute information. And what’s more, it’s easier than ever to make sure all our documents look consistent and on-brand.
Find out how Mazars boosts employee job satisfaction with UpSlide by automating the heavily manual tasks of document creation.