TopSheets

Investor-Ready
Fund Factsheets

Create branded fund factsheets from reusable templates. Import your data, update charts and statistics automatically, and publish PDF and online reports without rebuilding them for each reporting period.

Ready-made templates and custom designs
Data imports for one or multiple funds
PDF, online and multilingual factsheets

Try it freeNo credit card required.Explore fund factsheets

View plans & pricing

Two sample branded fund factsheet reports

Secure investor portal showing searchable fund performance

Tailor

White-label fund portals.

Give investors a branded place to find and compare funds, explore performance and build watchlists or portfolios. Manage your funds and registered users through the connected Fundpeak administration.

Your brand, languages and custom tools
Public access or registration
Registered-user visits, watchlists and portfolios

Explore fund portals

Explore live demoExplore our CTA Database as an example portal. Most of the demo is accessible without registration.

Fund manager website displayed on a laptop and mobile phone

WEBSITES FOR FUND MANAGERS

Professional websites for fund managers

Build a modern, secure website tailored to your investment strategy, brand and regulatory requirements.

Present your funds, team and performance clearly.
Keep content easy to update as your business grows.
Combine your website with Fundpeak factsheets, portals and reporting tools.

Learn more →

CTA Database

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.

Learn more →

More than20years in business

Clients in more than30countries worldwide

More than250projects finished

More than10,000support tickets resolved

Client feedback

What our clients say

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.
Buzz BartholomewCalifornia Managed Accounts, Inc

I love your product… only wish I had discovered it years ago.
Tim FortierDrawbridge Strategies

Pavel and his team are great to work with. I’ve given him some difficult tasks and tight timeline schedules and have yet to be disappointed. Highly recommended.
Paul MoranTrinity Trading

Happy clients