When pitchbooks are cobbled together manually, governance breaks. The solution is surprisingly simple: connect your data directly to your presentation. It’s time to stop the rework and focus on winning your next mandate."
Microsoft PowerPoint remains the most widely used distribution tool in asset management. From fund pitches and client updates to board packs and RFP responses, it’s where data, narrative, and brand come together.
As distribution scales, however, presentation software often becomes the weakest link in the reporting chain. Not because teams don’t know how to use it, but because the workflows around it were never designed for modern, data-driven, compliance-sensitive environments.
The real risk isn’t formatting. It’s fragmentation.
- In most firms, presentation and reporting software sits downstream from multiple disconnected systems. Performance data lives in analytics platforms. Commentary is managed in documents or emails. Disclaimers are versioned manually. Charts are exported as static images.
- By the time a presentation reaches a client, it has passed through multiple hands, inboxes, and versions. Each step introduces risk. For example, data that’s technically correct but out of date. Disclosures that were approved last quarter and might already be out of date. Or charts that appear right but no longer reconcile to source.
At small scale, these issues are manageable. At enterprise scale, they become a governance problem.
Why adding controls doesn’t solve it
When these risks surface, the typical response is to add more process. More review. More sign-offs. More central gatekeepers.
Sales teams will be familiar with how these additional hurdles slow down the process. They wait for updates. Product specialists become single points of failure. Marketing spends more time policing outputs than enabling distribution. Compliance still lacks true visibility until the final material appears, often too late to intervene without disruption. Bottlenecks everywhere.
More effort cannot solve these risks.
The architectural shift: bring data governance into your presentation-builder
A modern, data-driven pitchdeck workflow creates guardrails and makes the process for client reporting and sales enablement teams easy as pie.
A modern reporting workflow should:
- Pull from a single, governed data source
Live, approved datasets from platforms like Snowflake or Kurtosys. Move away from exported files. - Separate design from data
Templates, layouts, and brand rules are controlled centrally. Data refreshes independently. - Embed compliance by default
Disclosures, footnotes, and audit trails update automatically with the data they relate to. - Allow speed without permission sprawl
Sales and marketing teams work freely inside presentation software like PowerPoint, without introducing risk.
This is why we built Studio for Microsoft PowerPoint
These challenges are exactly what led us to build Kurtosys Studio for Microsoft PowerPoint.
Studio allows firms to link charts and tables directly to approved data sources, maintain a central library of compliant slides and disclosures, and refresh entire decks in minutes, without re-exporting or re-reviewing content. Crucially, teams continue working inside their presentation software of choice, without the need for specialist tools or complex setup.
The outcome? Compliant, accurate decks, at scale.
Why this matters now
As asset managers distribute more content, to more audiences, across more channels, the cost of getting it wrong continues to rise. The manual creation of bespoke decks increases operational and reputational risk while competitors surge ahead.
With the Kurtosys solution, firms gain speed without shortcuts, flexibility without fragmentation, and confidence that outputs are accurate, compliant, and on-brand.
If you are keen to rethink how data, governance, and presentation software work together, speak to us today. The solution is surprisingly simple.
