For financial advisors
Slaide for financial advisors
A quarterly portfolio review for 20 clients. A financial planning summary for a new prospect. A market update presentation for an investor briefing. Slaide builds finished, designed advisory documents from your data and the description of what each client needs.
Quick answer
Updated July 3, 2026
Slaide helps financial advisors produce quarterly portfolio reviews, financial planning summaries, investment overview decks and client onboarding packs from a description and their data. Describe the client and review period, attach the portfolio data as an Excel file, and Slaide reads the numbers, plans the structure, builds the charts and designs every page. You review and export to PDF, or back to Excel for a live data file.
Describe the client, the review period and what the document needs to cover. Attach the portfolio data as an Excel file. Slaide reads the numbers, plans the document structure, writes the narrative, builds the charts and designs every page. You review and export to PDF.
What Slaide does for financial advisors
Quarterly portfolio reviews
Attach the portfolio data and Slaide builds a structured, designed review: performance by asset class, allocation chart, key market context, variance against benchmark and recommended next actions. One document per client, built in minutes.
Financial planning summaries
Describe the client's goals, timeline and current position. Slaide builds a clear planning summary: objectives, current allocation, proposed strategy, projected outcomes and next steps, designed to walk through in a meeting.
Investment overview decks
Build a presentation that explains a specific investment product, strategy or fund to a client audience. Slaide structures the rationale, risk profile, historical performance and suitability criteria into a clear, designed deck.
Client onboarding packs
Produce a structured onboarding document for new clients: your service overview, what they can expect, how reporting works, key contacts and next steps. Designed, branded and ready to send on day one.
How it works
- 1
Describe the client and the document
Say whether it's a portfolio review, a planning summary or a market update, which client it's for and what the document needs to cover.
- 2
Attach the data
Add the portfolio spreadsheet, performance data or any research reports. Slaide reads Excel and CSV files alongside PDFs and builds the document around your real numbers.
- 3
Slaide builds it
The system reads the data, plans the document structure, writes the narrative, builds the charts and designs every page. You get a finished, client-ready advisory document.
- 4
Review and export
Click any figure, chart or section to adjust it. Every change is undoable. Export to PDF to send, or to Excel if you need a live data file.
Try this prompt
“Build a quarterly portfolio review for [client name] covering performance, allocation, key market context and recommended actions. Data attached as Excel.”
Start with this promptFAQ
Can Slaide build a portfolio review from my Excel data without manual chart work?
Yes. Attach the Excel file and Slaide reads the data to build a structured review with charts and figures placed in the right sections. Performance, allocation and recommendations are all written around your actual numbers.
Can I produce a separate review document for each client?
Yes. Each document is generated separately with its own description and data file. For a book of 20 clients, you run a separate build per client, each one takes minutes and produces a finished, personalised report.
Is Slaide suitable for an independent financial advisor?
Yes. Independent advisors get the most value because Slaide removes the document production burden that normally falls on a single person. Free to start with no credit card; Pro is €18/month for unlimited pages and watermark-free exports.
Try Slaide free
Describe what you need, drop in any files you have, and get a finished document back. Free to start - no credit card.
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