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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