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Submission: On May 28 via manual from US — Scanned from DE
Effective URL: https://upslide.net/
Submission: On May 28 via manual from US — Scanned from DE
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Skip to content * Solutions Close Solutions Open Solutions * Features Close Features Open Features * Features * Client stories * Resources Close Resources Open Resources * Pricing * About Close About Open About * Request a demo Solutions Find out how we can help your teams get more from Microsoft 365. Discover our solutions Use cases Document automation Fuel your efficiency with automated document creation. Brand compliance Turn every employee into a brand ambassador to guarantee compliant and consistent deliverables. Reporting automation Streamline report creation and tell more compelling stories with data. Content enablement Enable sales and consulting teams to instantly find best-in-class materials. Industries Investment banking Produce top quality, accurate pitchbooks, reports, and IMs. Advisory Deliver accurate due diligence questionnaires and pitchbooks. Asset management Save time building best-practice portfolio reports and RFPs. Private equity Create best-practice IMs, fund reports, and due diligence reports. Corporates Streamline document creation company-wide in Microsoft 365. Services Implementation Guarantee a seamless implementation and high adoption with our in-house team of experts. Design studio Enhance your UpSlide project with the support of a dedicated team of design experts. Top features UpSlide gives you access to 65+ intuitive features to transform your use of PowerPoint, Excel, Power BI, Outlook and Word. Discover our top features Excel to PowerPoint/Word Link Link and update Excel tables and charts to PowerPoint or Word instantly. Content Library Give teams access to corporate materials in PowerPoint, Word or Excel. Table of Contents Structure documents around our automated Table of Contents. Power BI to PowerPoint/Word Link Link and update Power BI visuals or pages to PowerPoint or Word instantly. Template Management Easily manage automated, branded templates company-wide. Slide Check Audit and correct your presentation with a single click. Financial Modeling Tools Build, navigate, and review complex financial models quickly. PowerPoint Formatting Save countless clicks and build perfectly formatted slides. Excel Charts Create stacked Waterfall, Marimekko charts, all in your company branding. Resources Expert advice, press news and user resources to help you make the most of UpSlide. Learn Knowledge hub Discover product updates, insights and efficiency tips for Microsoft 365! Press Find all UpSlide News: our latest articles, communications and press kit. User resources UpSlide Portal Access the UpSlide Portal to manage your licenses. Help center Discover everything you need to know about our features with FAQs and tutorial videos. UpSlide, Copilot and generative AI Read the blog About us We’re a global firm on a mission to help people work better whilst enjoying what we do. Our company About UpSlide There are 140+ UpSliders delivering excellent service to all our clients. Sustainability We are committed to building a better future for our teams, clients, communities and the planet. Contact Get in touch and our team will be happy to answer all your questions. Join our journey Partners We collaborate with leading firms to help our clients work better. Careers Explore our flexible, exciting opportunities and join us to become part of a vibrant global team. Discover how we achieved our B Corp Certification Read the blog Request a demo STREAMLINE DOCUMENT CREATION ACROSS YOUR ENTIRE BUSINESS Build better, on-brand deliverables faster in Microsoft 365, freeing your teams to focus on work that really matters to them and to your business. 4.9/5 client satisfaction 98% renewal rate Microsoft Solutions Partner Discover our solution 13+ YEARS helping teams work better in Microsoft 365 90% of clients in financial and professional services ONE SOLUTION FOR ALL YOUR DOCUMENT CREATION NEEDS Document automation FUEL YOUR EFFICIENCY WITH AUTOMATED DOCUMENT CREATION Give your teams the tools to easily create high-quality presentations, proposals, and pitchbooks using Excel, PowerPoint, Word and Power BI. Discover more Brand compliance MAKE IT EASIER THAN EVER FOR TEAMS TO STAY ON-BRAND Maintain brand compliance globally by embedding your brand guidelines and templates within 365 and enabling effortless access to the latest, marketing-approved content and email signatures. Discover more Reporting automation STREAMLINE REPORTING PROCESSES FOR BETTER DECISION-MAKING Create professional and consistent reports all the time, in half the time, with automated data updates and formatting - empowering your teams to focus on higher-value data analysis. Discover more Content enablement BOOST BUSINESS GROWTH WITH EASY ACCESS TO COMPELLING DOCUMENTS Simplify your internal content management process and enable your teams to quickly create winning pitchbooks and reports using the latest best-practice, high-performing content. Discover more SAY GOODBYE TO MANUAL, REPETITIVE WORK AND INCONSISTENT DOCUMENTS Discover our top features GUARANTEE ACCURATE REPORTS WITH AUTOMATED DATA LINKING AND UPDATING Reliably link and update thousands of data points between Excel and PowerPoint, or Word, in seconds. Discover Excel to Powerpoint Link GIVE YOUR TEAM EASY ACCESS TO THE LATEST ON-BRAND CORPORATE ASSETS Quickly and easily access and search for all best-practice corporate material via a central source in PowerPoint, Word and Excel. Discover Content Library ENSURE CLIENTS ALWAYS RECEIVE POLISHED, ERROR-FREE DOCUMENTS Automatically identify and fix missed errors and outdated, non-compliant content in just a few clicks. Discover Slide Check ACCELERATE REPORT CREATION AND UPDATES WITH LINKED POWER BI DATA Easily export Power BI pages and visuals to PowerPoint and Word and update all your data data with a single click. Discover Power BI to PowerPoint and Word Link EASILY INSERT PERFECTLY FORMATTED, UP-TO-DATE DEAL DATA INTO YOUR PRESENTATIONS Seamlessly access and insert the correct tombstones for your pitchbook or proposal, all managed via a simple centralized source. Discover Dynamic Tombstone Library SAY GOODBYE TO MANUAL, REPETITIVE WORK AND INCONSISTENT DOCUMENTS Discover our top features GUARANTEE ACCURATE REPORTS WITH AUTOMATED DATA LINKING AND UPDATING Reliably link and update thousands of data points between Excel and PowerPoint, or Word, in seconds. Discover Excel to Powerpoint Link GIVE YOUR TEAM EASY ACCESS TO THE LATEST ON-BRAND CORPORATE ASSETS Quickly and easily access and search for all best-practice corporate material via a central source in PowerPoint, Word and Excel. Discover Content Library ENSURE CLIENTS ALWAYS RECEIVE POLISHED, ERROR-FREE DOCUMENTS Automatically identify and fix missed errors and outdated, non-compliant content in just a few clicks. Discover Slide Check ACCELERATE REPORT CREATION AND UPDATES WITH LINKED POWER BI DATA Easily export Power BI pages and visuals to PowerPoint and Word and update all your data data with a single click. Discover Power BI to PowerPoint and Word Link EASILY INSERT PERFECTLY FORMATTED, UP-TO-DATE DEAL DATA INTO YOUR PRESENTATIONS Seamlessly access and insert the correct tombstones for your pitchbook or proposal, all managed via a simple centralized source. Discover Dynamic Tombstone Library DISCOVER OUR CLIENT STORIES Investment banking Investment banking "UpSlide is by far the best software that we’ve experienced; not only is it so user-friendly, but the sophistication of the software is far beyond what we’ve come across previously. It’s refreshing to use features that are so bespoke to financial services.” Joanna Osborne Head of Marketing, Singer Capital Markets Read Singer Capital Markets' story Advisory Advisory 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. Firas Abou Merhi Head of Financial Advisory Services France, Mazars Read Mazars' story Investment banking Investment banking UpSlide eliminates the time spent organising the pitch, checking and proofing – you can rest assured that part is done correctly and instead concentrate on idea generation and adding value. Peter Dieler Associate Director, DCM, UniCredit Read UniCredit's story Corporates Corporates UpSlide has undoubtedly streamlined my reporting processes. Whenever data changes in my Excel workbook, I can ensure that all linked graphs in my presentation are up-to-date in one click. Market Analyst Clarksons Read Clarksons' story Private equity Private equity We have numerous slides that contain market data which is added to multiple presentations. UpSlide allows us to easily update and upload them all in the Library. Sharing information within the firm has become so much easier! Rachel Cormican Marketing Manager, Coller Capital Read Coller Capital's story Asset management Asset management UpSlide provided tailored training, an array of onboarding materials, and how-to articles to ensure we felt comfortable using the software from day one. It’s perfectly ingrained into our workflows; we can’t imagine life without it! Tim Miles National Director, Cushman & Wakefield Read Cushman & Wakefield's story TRUSTED BY FINANCIAL AND PROFESSIONAL SERVICES TEAMS FOR OVER A DECADE BEST-IN-CLASS TECHNICAL SUPPORT Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to within an hour. IN-HOUSE ADOPTION EXPERTS Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI. ENTERPRISE-LEVEL SECURITY UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage. INDUSTRY-FOCUSED INNOVATION We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs. Discover UpSlide for enterprise TRUSTED BY FINANCIAL AND PROFESSIONAL SERVICES TEAMS FOR OVER A DECADE Discover UpSlide for enterprise BEST-IN-CLASS TECHNICAL SUPPORT Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to within an hour. Discover UpSlide IN-HOUSE ADOPTION EXPERTS Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI. Discover UpSlide ENTERPRISE-LEVEL SECURITY UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage. Discover UpSlide INDUSTRY-FOCUSED INNOVATION We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs. Discover UpSlide FREQUENTLY ASKED QUESTIONS WHY SHOULD MY COMPANY USE UPSLIDE? UpSlide empowers your teams to create more accurate, on-brand documents in less time. This results in more time to focus on higher-value tasks that are not only more rewarding for your team, but also more impactful for your business. Our functionalities are tailored to support the specific needs of financial and professional services firms, guaranteeing high adoption and return on investment for your business. HOW EASY IS UPSLIDE TO USE? Our user interface prioritizes simplicity, seamlessly fitting into your existing workflows. Access features through a user-friendly ribbon integrated into Microsoft 365 apps and benefit from customized training, in-app prompts, and tutorials to make the most out of UpSlide from day one. WHAT IS UPSLIDE COMPATIBLE WITH? UpSlide can be installed on any machine equipped with Microsoft Windows 10 and 11 (x32 or x64), Microsoft Office 2016, Office 2019, Office 365 Current Channel. Please note that UpSlide is a VSTO add-in and cannot be installed on a Mac. HOW LONG DOES IT TAKE TO DEPLOY UPSLIDE? UpSlide’s implementation involves four main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose. On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success. HOW MUCH DOES UPSLIDE COST? UpSlide prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would cost for you, please get in touch with us and our team will be happy to give you a personalized quotation. HOW SECURE IS UPSLIDE? Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality. We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data. BOOST PRODUCTIVITY AND CREATE BETTER DOCUMENTS WITH UPSLIDE See UpSlide in action Solutions * Document automation * Brand compliance * Reporting automation * Content enablement * Enterprise solution * PowerPoint automation tool Services * Implementation * Design studio Industries * Investment banking * Advisory * Asset management * Private equity * Corporates Compare * UpSlide vs Templafy * UpSlide vs Macabacus Top features * Excel to PowerPoint Link * Content Library * Slide Check * PowerPoint Formatting Features * Power BI to PowerPoint Link * Template Management * Excel Charts * Outlook Signature Manager Resources * Knowledge hub * Press * Help center * UpSlide Portal * Pricing * ROI calculator Company * About us * Sustainability * Partners * Careers * Contact us Newsletter * Subscribe to our newsletter Subscribe S'inscrire Follow us * Legal terms * User information * © 2022-2024 UpSlide. All rights reserved. Top features * Excel to PowerPoint Link * Content Library * Slide Check * PowerPoint Formatting Features * Power BI to PowerPoint Link * Template Management * Excel Charts * Outlook Signature Manager Compare * UpSlide vs Templafy * UpSlide vs Macabacus Services * Implementation * Design studio Follow us * Legal terms * User informations * © 2022-2024 UpSlide. All rights reserved. Solutions * Document automation * Brand compliance * Reporting automation * Content enablement * Enterprise solution * PowerPoint automation tool Industries * Investment banking * Advisory * Private equity * Asset management * Corporates Resources * Knowledge hub * Press * UpSlide Portal * Help center * Pricing * ROI calculator Company * About us * Sustainability * Partners * Careers * Contact us