Document Locator vs. UpSlide

Document Locator is a powerful document management system that improves efficiency and reduces risk. It works right inside Microsoft Windows, making it particularly easy to use. Plus, an optional Web browser interface extends the reach of files beyond the office walls. As files are saved into Document Locator, everything becomes full-text searchable. Versioning captures all changes, and workflow routes information for notifications and approvals. Files are organized with auto-naming and filing technology.

UpSlide is a document production solution specifically designed for the financial services sector, enabling firms to create and manage high-stakes documents within the Microsoft 365 environment. With over 15 years of experience, UpSlide focuses on enhancing the accuracy, consistency, and control of document creation, ensuring that financial professionals can deliver polished and compliant materials efficiently. Targeted primarily at finance firms, UpSlide caters to a diverse audience that includes investment banks, asset managers, and consulting firms.