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Confluence to Acquire Fundpeak

We are thrilled to announce that we are planning to join Confluence Technologies, a leading global technology solutions provider. It has been an exciting adventure for me and everyone at Fundpeak and we thank all of our clients and partners for putting their trust in us. It has been great ... read more

2021-04-15T09:43:13+02:00April 15th, 2021|News|0 Comments

Customize Your Factsheet Template in the Editor

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?

2021-01-27T12:45:47+01:00January 27th, 2021|Fund Factsheets|0 Comments

2 New Templates for Your Fund Factsheets

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

2019-01-15T13:48:08+01:00December 10th, 2018|Fund Factsheets|0 Comments

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

Show Fundamental Statistics in Your Factsheets

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

2019-01-15T12:34:58+01:00June 6th, 2018|Fund Factsheets|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

Benchmark Your Fund Returns with Indexes

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

2019-01-10T10:34:50+01:00February 21st, 2017|Fund Factsheets|0 Comments

Connect TopSheets to MT4 and Myfxbook

Use the most popular Forex trading platform MetaTrader 4. Easily import your data and let TopSheets to display them in well-designed fund factsheets. Quick installation and setup Analyze performance, risk and investment styles Visualize Forex data in a user-friendly way Not only does TopSheets allow you to import your data ... read more

2019-01-10T10:35:36+01:00February 13th, 2017|Fund Factsheets|0 Comments

Impress your Clients with Beautifully Responsive Fund Factsheets

Attract more visitors to your fund website by fully responsive design. We will create a responsive layout that automatically adapts to desktop, tablet and smartphone devices ensuring the best user experience possible. Why Responsive Web Design is Important Improve your SEO: Google promotes mobile-friendly sites. Save Money: One website is ... read more

2019-01-04T14:23:18+01:00June 3rd, 2015|Website Development|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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