Update or import your data

Data can be updated for a single program or for multiple programs at once.

1. Performance data

Update and import performance data for a single program
Import performance data for multiple programs
Update and import AUM data

2. Fund terms

Update and import fund terms

3. Portfolio composition

Update and import portfolio composition

4. Automatic updates for multiple programs

Use FTP or the Fundpeak API to automate data updates for multiple programs.

Use FTP to update my factsheets
Fundpeak API integration

Continue your fund reporting workflow

Use this guidance as part of a controlled fund factsheet data import and validation workflow. Continue with Update or import fund data and Fund factsheet production software.