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Macabacus for Asset Management

Deliver Consistent, Compliant Materials Faster

Ensure every factsheet, pitchbook, and client presentation is accurate, polished, and on brand—every time.

  • Update performance data across decks instantly with dynamic linking from Excel to PowerPoint and Word.
  • Automate formatting and apply brand styles in a single click to reduce manual rework.
  • Centralize slides, disclosures, and templates to maintain consistency across marketing and distribution teams.

Consistent. Compliant. Client-ready.

Macabacus for Asset Management

In a world where credibility is everything, Macabacus ensures your materials are accurate, on-brand, and delivered with speed.

From pitchbooks to performance reports, streamline your workflow and equip your team to move faster—without cutting corners.

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Brand Compliance

brand compliance

Presentation Proofing

Check presentations for issues related to formatting, layout, and content to ensure flawless presentation quality and brand compliance, and avoid embarrassing mistakes.
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New Presentations

Create new, brand-compliant presentations pre-populated with approved slides, legal notices, etc.

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Template Rules

Ensure that presentations produced by your organization contain required slides and legal notices.

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Reformat

Quickly find and replace key formatting throughout an entire presentation to ensure brand compliance.

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Styles

Styles for PowerPoint, just like in Excel and Word, to help with brand compliance and easy formatting.

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Spreadsheet Formatting

Brand compliance starts in Excel with shortcuts and other tools to format your tables and charts unbelievably fast.

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Enterprise Setup

Share formatting and other settings across your organization to ensure consistent Office document appearance.

Content Management

content management

Shared Libraries

Ensure content standardization and brand compliance by leveraging repositories for reusable slides, templates, charts, images, and other Office content shared by users in your organization.
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Slide Linking

Slides inserted from libraries into presentations are linked and can be updated with the click of a button when the library version changes.

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Meta Content

Publish content (e.g., tombstones showcasing your firm’s advisory engagements) alongside meta data for easy filtering.

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User Groups

Restrict user access to library content and templates by assigning users to customizable groups.

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Doc Builder

Create templated documents like NDAs and engagement letters by completing a simple questionnaire.

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Model Templates

Start new M&A, LBO, and other models from an approved, centrally-managed template rather than from scratch.

Presentation Automation

Link to Excel

Save countless hours by reliably linking to Excel data and charts in PowerPoint presentations and Word documents, and refresh links with the click of a button.
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Agendas

Synchronize your table of contents and section slides / headers with native sections so you can focus on content.

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Pagination

Support for facing pages, intentionally blank pages, slide numbering, and duplex / simplex printing.

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Shape Tools

Align, resize, and otherwise manipulate shapes quickly, without tedious manual adjustment natively required.

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MasterShapes

Role-based shapes like slide stamps that offer unprecedented flexibility in presentation creation.

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TurboShapes

Multi-state shapes used to visualize units of measurement (e.g., percentages, relative ranking), status, and more.

Financial Modeling

financial modeling

Formula Auditing

Absolutely essential for any Excel power user, Macabacus' auditing tools help identify errors and inconsistencies in your spreadsheets to avoid costly mistakes.
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Keyboard Shortcuts

Over 100 customizable shortcuts for routine formatting and other operations to turbocharge your Excel workflows.

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Power Tools

Tools for power users that address common pain points to facilitate faster and more effective construction of financial models.

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Visualizations

Quickly identify errors and inconsistencies in your models that could result in costly mistakes.

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Charting

Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more.

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Tables

Insert pre-formatted and pre-populated analyses (e.g., DCF, Black-Scholes) into your spreadsheets from a central repository.

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File Optimization

Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel.

ROI Calculator
Annual Workdays Saved Most Macabacus customers save over 3 hours every week. This metric shows the amount of days you’ll get back every year, using a 10-hour workday.
1,560
Productivity Value This metric is your estimated return on productivity gains every year.
$1,500,000
Try Macabacus today

Macabacus for Asset Management

On brand. On time. Every time.

Clients expect precision. Compliance demands consistency. Macabacus helps asset management teams deliver accurate, professional materials—faster and with total confidence.

Purpose-Built for Asset Management Workflows

Polish Every Client Presentation

Ensure every pitchbook, factsheet, and client deck meets brand standards with tools that automate formatting, apply styles, and update linked data across Office files.

Reduce Risk in Performance Reporting

From quarterly updates to ad hoc analysis, Macabacus helps eliminate errors, catch broken links, and streamline model updates across large teams.

Centralize Marketing & Sales Content

Give everyone—from product to distribution—access to a single library of slides, charts, disclosures, and templates. Keep every team aligned and every deck compliant.

Scale Quality Across the Firm

Standardize workflows and eliminate inefficiencies so teams can focus on client relationships—not formatting or chasing down brand approvals.

Frequently Asked Questions

We’re happy to answer any questions you have about Macabacus! Feel free to check out the help center, or email [email protected].

Can Macabacus help with pitchbooks and factsheets?

Yes—Macabacus automates formatting, ensures brand consistency, and links data across Excel and PowerPoint to save time and reduce errors.

Does it support marketing and distribution teams?

Absolutely. Shared libraries and brand controls make it easy for sales and marketing to create client-ready materials without going off-script.

How does it reduce compliance risk?

Macabacus flags inconsistencies, broken formulas, and outdated disclosures—so nothing gets through that shouldn’t.

Is Macabacus scalable for global asset managers?

Yes—Macabacus is used by large teams across regions to maintain brand integrity and operational efficiency at scale.