We are happy to announce that a new tearsheet template has been added to the selection of our ready-made templates. … 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
We at Fundpeak care about the privacy and security of our customers and their factsheets. That is why we have recently added another layer of security to make sure that only you and authorized users can connect to your fund factsheets.
We deal with various client requests on a daily basis, so we are well aware that the more you can customize your fund factsheets the better. Today we would like to present another feature which is aiming to give our clients more control over what is displayed in their tearsheets. ... read more
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
Not sure how to edit the selected fields in your financial factsheet? We made this process easier and faster. You can simply mouseover any field and an icon for a quick edit will appear. Edit my Factsheets