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Connect TopSheets to R. J. O'Brien or FCStone

Thursday, October 11, 2018
Keeping performance reports up to date is a necessity but when managing a number of portfolios this task can be very time consuming. That is why Topsheets offer an auto-import feature which allows clients to import financial data directly from brokers and data providers.

We have recently added two new data providers, so you can now easily auto-import performance or other data for your fund fact sheets also from R. J. O'Brien and FCStone.

The full list of supported brokers and data providers now contains:
Create a Professional Fund Factsheet

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