Product News

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Add ETFs to Your Portfolio in a Few Clicks

Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. Reliable source of information Updated automatically on a regular basis Set total investment and leverage Build a portfolio in topsheets

2019-04-23T11:17:09+02:00November 29th, 2018|Product News|0 Comments

New and Improved Navigation Design

We’ve introduced a slick and elegant re-design of TopSheets menus and navigation features. These enhancements represent another important step toward providing you with the best possible user experience and making TopSheets as intuitive as possible. Explore new design

2019-01-21T14:51:53+01:00October 9th, 2018|Product News|0 Comments

TopSheets Has Moved to a More Secure Server

We understand that our users expect a secure and private online experience when using TopSheets. That's why we've moved our services to a new and better protected server. Your data are safe, secure, and immediately available 24/7 guaranteed accessibility Improved server response time Enjoy an improved experience

2019-01-21T14:48:54+01:00October 4th, 2018|Product News|0 Comments

Produce Multiple PDF Reports With One Click

Do you manage a lot of factsheets? Let TopSheets automatically generate PDF reports for all of your factsheets with a single click. Incredibly useful if you manage multiple programs Reports are automatically saved to your own FTP account A simple way to backup all your factsheets Get more information

2019-01-21T14:24:35+01:00June 26th, 2018|Product News|0 Comments

New Client Reporting Tool Available

Use a fully customized and password-protected client portal to link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface. Create password-protected client-specific reports Clients can login and see their investments immediately Account overviews are displayed in a fast and easy-to-use format ... read more

2019-01-15T14:32:25+01:00May 16th, 2018|Product News|0 Comments

Manage your Funds in Redesigned Admin

We are excited to offer our customers the next generation of our user interface, and delighted to make it easier, faster and more intuitive for you to manage your company profile and edit your funds. The new administration experience provides improved fresh new look, powerful admin panels, but most importantly, ... read more

2019-01-15T13:56:35+01:00May 28th, 2014|Product News|0 Comments
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