There are more than 20 ready made fund tearsheet templates available in Topsheets today. Still our clients keep asking for various custom adjustments to their fund factsheets. We are always happy to create custom tearsheet templates on our end, but what if our clients could prepare better-suited reports themselves?
The choice of benchmark can greatly influence decisions throughout the investment process. Don’t limit yourself to standard indices, but create your own blended benchmarks. … read more
According to Wikipedia, Arabic is the fifth most spoken language in the world with as many as 422 million speakers. It is the official language in 26 countries. We are therefore pleased to announce that it is now possible to create Arabic versions of fund factsheets in our fund factsheet ... read more
Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. … read more
Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity. … read more
We are happy to announce that a new tearsheet template has been added to the selection of our ready-made templates. … read more
How often do you think about branding for your business? Are you aware that one of the most important places to brand your business is in URLs? … read more
We are happy to present a new type of import which allows you to upload or update your fund terms. It is another handy functionality which aims to help you with creating fund factsheets more effectively. … read more
Fundpeak newly offers a simple way to manage and release KIIDs and PRIIP KIDs to the marketplace. Our solution is fully integrated with your existing fund factsheets, which ensures that any updates are immediately rendered. … read more
Do you need to access your fund factsheets from a mobile device? We are happy to announce that you can use our new Topsheets mobile app for Android to do that. This simple mobile app allows users to view and analyse funds they have stored in Topsheets. There is a ... read more
We have added another two new fund factsheet templates to our template collection. There are currently 18 different templates available in Topsheets. Every ready-made tearsheet template is well-designed and offers an unique and elegant look. Performance Plus This is a brand new factsheet template with a fresh design that highlights ... read more
Displaying trades is now available not only for programs, but also for portfolios. It is possible to display trades for all programs in your portfolio factsheets. Here is how you can make that happen. First of all upload information about your trades to TopSheets. When managing multiple programs this would ... read more
We are constantly trying to make work with fund factsheet templates as intuitive as possible. That is why we have recently added a new feature which allows Topsheets users to edit various fields right in their tearsheet simply by clicking on them. This way fields such as chart titles, statistic ... read more
Fundamental statistics are used for the valuation of companies that have publicly traded shares. Several different fundamental statistics are used among analysts, traders or investors. Some of these fundamental statistics are now available in your TopSheets reports. Undervalued or overvalued stocks? With fundamental statistics, anyone who considers to investing in ... read more
Are you considering fund factsheet automation? Do you produce your precise fund factsheets on a regular basis, but are unsure whether to create the reports manually or automate the whole production process? In the past, most managers used office productivity softwares, like MS Office, to produce factsheets. Excel was a ... read more
It is no longer true that Excel charts and its analytical tools are the only option available to present your fund data to clients. Excel has become a rather outdated solution and in today's busy world, people want quick insight into a fund's performance. Avoid Using Static Tables and Charts ... read more
We analyzed 150+ fund factsheets, which managers sent us and which we use for performance updates of our Managed Futures Database, to complete this brief survey. All of the factsheets we analyzed are published monthly. A large majority of managers publish information about AUM of the firm or program. The ... read more
Topsheets provide thousands of indexes, which are now available for your programs. Reliable source of information Indexes are up-to-date and with a full performance history Charts and statistics will automatically adjust to the chosen index Benchmarks are important to compare your performance against an appropriate benchmark. In the financial area, ... read more
Import your trades and display them in well-designed fund factsheets. Upload information about your trades to TopSheets and let our SW to create a beautiful charts and tables. Get a quick overview of the most traded markets, display your market exposure in charts, and perform statistical calculations on imported data. ... read more
All default Topsheets templates are now available in five major languages. Provide your foreign clients with factsheets in English, French, Spanish, German or Chinese. Select the language easily from the dropdown list at the top bar and Topsheets will provide you with the translated version of template. Just one click ... read more
It can be challenging to create your own QR code for your fund factsheet. That is why we have added new functionality to our fund factsheet production tool. The functionality allows you to add a QR code onto your factsheet template and easily promote your business. What are the advantages ... read more
We have added two new factsheet templates, to our current three default templates. As always they come in four different colors and two design versions. You now have a choice of 40 possible combinations! The new financial templates have been designed especially for stock and bond managers who want to ... read more