Live data in every pitch, compliant by default
Link tables and charts straight to Excel so client numbers are never out of date, keep mandatory disclaimers in every deck automatically, and see which slides clients actually read. Built for wealth managers, private banks, asset managers, and advisory teams.
and 500+ other leading companies
Update every table and chart from Excel
Link slides directly to your Excel models. When the numbers change, every client report, factsheet, and review pack that uses them updates too, so a deck is never out of date or off by a stale figure.
- Tables and charts stay linked to the source spreadsheet
- Refresh a whole deck of numbers in one click
- No more re-pasting figures or chasing the latest model
Compliance automation, built into the deck
Approved slide sets bundle the disclaimers and regulatory language a deck has to include. Lock what must not change, leave placeholders for what advisors can personalize, so the compliant deck is the default, not a review-cycle scramble.
- Mandatory disclaimers and disclosures included automatically
- Lock regulated slides, leave placeholders for the rest
- See which slides and versions are in circulation across the firm
See which slides clients actually read
Share proposals and client review packs as a single secure link and see the moment a client opens them, which slides held attention, and how long they spent. GDPR-compliant tracking is built into every link.
- Send one secure link, no oversized attachments
- See which slides held attention and for how long
- Lock links with passwords, expiry, and download controls
Assemble client decks from approved content
Set up logic and placeholders to build client proposals, review packs, and fund updates from approved slide groups. Swap client names, portfolios, and figures without rebuilding from scratch.
- Build proposals and review packs from approved slide groups
- Placeholders swap client names, portfolios, and figures
- Generate client review packs and fund factsheets automatically
Built for the finance professionals
Every deck where the numbers have to be right and the disclaimers have to be there. SlideHub treats each as a first-class workflow.
Client proposals & presentations
Assemble client proposals and presentations from approved slide groups, with live Excel data and mandatory disclaimers built in. Swap client details via placeholders and ship fast.
Portfolio & performance reviews
Quarterly client reviews assemble themselves. Pull live performance figures and holdings into a branded, compliant review pack in minutes, not hours.
Quarterly reporting & factsheets
Recurring client reports and fund factsheets stay current. Link the numbers to Excel once, refresh the whole deck in a click, and never send a stale figure.
Suitability & compliance packs
Disclaimers, disclosures, and suitability language travel with the slide set, so every client-facing pack leaves the firm compliant by default.
RFPs & DDQs
Answer RFPs and due-diligence questionnaires from an approved, maintained content library instead of last year's copy-paste.
Market commentary & house views
Publish house views and market commentary from one approved source, so every advisor presents the same on-brand, up-to-date narrative to clients.
Compliance automation,
Lock the slides that must not change, such as disclaimers, disclosures, and regulatory language, while leaving clear placeholders for what advisors should personalize. The mandatory content travels with the slide set automatically, so every deck leaves the building compliant without a manual check.
See what clients actually read
Send proposals and client review packs as a single secure link and see the moment a client opens them, which slides held attention, and how long they spent. Relationship managers tailor the follow-up to what the client actually cared about, and sensitive material stays locked with passwords and expiry.
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 firms made it work
See SlideHub keep your numbers live and your decks compliant
Book a 30-minute walkthrough. We tailor it to how your wealth and advisory teams build proposals, client reviews, and reports today.