Asset managers automate the reporting build
Compliance slides stay locked, and last quarter's fund chart is one search away when you need to compare.
Update once, change everywhere & notify users
Update one slide and push the change to every deck that uses it. Lock compliance-critical slides, merge duplicates, and approve contributions from across the team, all from one place.
- Update once, update everywhere. No more outdated decks
- Lock compliance-critical slides from being edited
- Approve slide-suggestions and merge duplicate slides with a click
Find any slide in seconds
Give your team access to on-brand, up-to-date approved slides using powerful AI search built right into PowerPoint, SharePoint, and Teams.
- Search across your entire slide library by topic, tag, or content
- Find the right slide or describe what you need to let the AI create it
- Filter by category, tags or labels instantly
Share decks and related files and see who's reading
Send presentations and related files to prospects to know when they open the deck. You can see exactly which slides held their attention.
- Get notified the moment recipients open your deck
- Track time spent on each slide and total engagement
- Password-protect decks and control download permissions
Save hours on deck building
Set up logic and placeholders to automate fund reports, fact sheets, RFP responses, and more. Pull data, swap content, and assemble easily.
- Build fund reports and fact sheets from approved slide groups in minutes
- Use placeholders to swap fund names, performance data, and visuals
- Generate RFP and DDQ responses automatically
Built for the work asset managers put in front of clients
Every deck your firm produces, from fund report to RFP. SlideHub keeps each one approved, on-message, and on time.
Fund & portfolio reports
Reports built from approved templates. Plug in the latest performance via placeholders, lock the disclaimer slides, ship on schedule.
Client review decks
A maintained library of approved client slides. Pull the right story for the right mandate without re-keying boilerplate.
Investor presentations
One core deck, customised for each investor meeting. Send tracked links so you know who reviewed what before you walk in.
RFPs & DDQs
Answer RFPs and due-diligence questionnaires from a library of approved, up-to-date responses.
Quarterly earnings & board updates
Standardised earnings and board-pack formats that stay on-brand and on-format every quarter.
Market commentary & fact sheets
Pre-approved templates and disclosure frames ready to refresh and deploy when timing matters.
Coming soonLink your master Excel to every linked deck
The figures on fund reports, board packs, fact sheets, and client reviews usually all trace back to one master Excel. Link them once. Every linked deck updates the moment the model does.
Flag outdated, off-brand slides before they ship
Version warnings flag old slides so a stale chart or last quarter's figure never makes it into a client-facing deck.
End-user suggestions stay in control
End-user suggestions feed the library; compliance and the central team decide what becomes part of the approved catalog.
See how other firms made it work
See SlideHub at reporting speed
Book a 30-minute walkthrough. We tailor it to how your team ships fund reports, client reviews, and investor updates today.