Investor-Ready Fund Factsheets
Create clear, consistent and fully branded reports without rebuilding them for every reporting cycle. Update your data once, then publish them online or share them directly with clients.
Fund Factsheet Production
- Start with a ready-made template or create your own layout
- Combine performance data with charts, statistics and benchmarks
- Generate multilingual versions and keep every report up to date
Secure Fund Portals
Give investors a secure place to explore funds, compare performance and build watchlists or portfolios. Tailor integrates seamlessly with your website and adapts to your brand, data and workflows.
Managed Futures Platform
Compare performance, explore fund managers and monitor strategies in one place. CTA Database helps investors make informed decisions while giving managers a dedicated platform to present their programs.
More than
Clients in more than
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I needed some marketing materials and Pavel and Fundpeak were terrific. TopSheets and a web site were done quickly and both were extremely well done. I’d hire them again in a minute.
I love your product… only wish I had discovered it years ago.
Pavel and his team are very prompt and professional. I am very impressed with their service and have had great response from our clients, prospects and advisors. I look forward to a long and prosperous working relationship.
Thanks, you guys are fantastic!
… Thanks again for the great support…
I would just like to thank you! You guys have been excellent! The best customer service out of all our vendors.
Pavel and his team are great to work with. I’ve given him some difficult tasks and tight timelime schedules and have yet to be disappointed. Highly recommended.
You guys are the absolute best in getting things done.
Thank you – your team is amazing!
Thank you very much. Very happy with your service. Hopefully your company is doing well!
Happy clients
Translate Your Fund Factsheets with AI
Producing factsheets in multiple languages can require a significant amount of repetitive work. Each strategy description, manager biography, disclaimer, article, and custom field needs to be translated and kept consistent across every language version. Our... read more
120+ Market Indexes Now Available in Topsheets
Choosing the right benchmark is essential when presenting fund performance. It gives investors meaningful context and helps them understand how a strategy performed relative to a relevant market. We have expanded the market data available... read more
Improved Security for Your Fund Factsheets
Keeping your data and fund tearsheets safe is a top priority for us. That’s why we’ve added a new security measure to Topsheets designed to protect user accounts against brute-force attacks. A brute-force attack is... read more
Up & Down Capture Tables Now Available
Understanding how a fund performs in rising and falling conditions is a key part of any robust performance report. With the introduction of Up & Down Capture tables, Topsheets makes this analysis easier and fully... read more
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