Ship fund and client decks fast with compliance.
Approved content and disclaimers stay locked, every change is logged, and the right slide in the right version is a search away.
and 500+ other leading companies
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 No more outdated decks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 and disclaimers 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
Distribute investor materials securely, with engagement insight
Share fund reports and investor decks as controlled links instead of unmanaged email attachments. Password-protect what you send and control who can download, then see who reviewed what.
- Password-protect investor materials and control downloads
- Share a tracked link instead of a file that lives on forever
- See who opened each document and which slides held attention
Save hours on the reporting build
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.
Compliance and audit, built into the workflow
Built for teams governed by FINRA 2210, FCA/ESMA financial-promotion rules, and MiFID II marketing communications, where a wrong number or a missing disclaimer in front of a client is the real risk.
Full audit trail
A record of who changed and approved each slide, and when, so you can show exactly how a piece of client-facing material came to be.
Non-removable disclaimers
Lock the disclaimer and risk-warning slides each fund or jurisdiction requires so they travel with the deck and can't be edited out.
Review & sign-off workflow
Route new and changed material through approval before it ships, so nothing client-facing goes out without compliance sign-off.
Role-based approval authority
Define who can approve a slide into the catalog and who can only suggest one. Compliance and the central team hold the keys; everyone else contributes.
Accurate, as-of-date figures
Version warnings flag stale performance figures, single-source data keeps every deck pointing at the same numbers, and the reporting period stays governed.
Cross-border & multi-language
Manage approved material for cross-border funds and multiple jurisdictions from one library, so each market gets the right, locally-approved version.
Customer story
Stay compliant without slowing the sales team down
“SlideHub makes it easier for us to be compliant, on-brand without sacrificing the option to customize proposals for our sales team.”Read the full story
One source of numbers, every linked deck in sync
The figures on fund reports, board packs, and fact sheets usually trace back to one master Excel. Today, placeholders swap fund names, performance data, and visuals across approved templates in seconds. Live master-Excel linking, so every linked deck redraws the moment the model changes, is rolling out now.
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.
Answer RFPs and DDQs from approved content, not from scratch
Build responses from a library of pre-approved, up-to-date answers, then keep them current as positions and figures change. Less re-keying, fewer compliance gaps, faster turnarounds.
- Assemble responses from a library of approved answers
- Keep answers current as positions and figures change
- Fewer compliance gaps and faster turnarounds
Rated 4.9 by the people who use it every day
SlideHub is a Leader in Presentation Management on G2, with awards across implementation, support, and ease of doing business. Every medal is earned from verified customer reviews.
Read customer stories
See how other regulated firms made it work
See if SlideHub might be a fit?
Book a 30-minute walkthrough. We tailor it to how your team ships fund reports, client reviews, and investor updates today.