How to Reduce Errors in Monthly Fund Factsheet Production
A practical workflow for reducing data, calculation, template and review errors in monthly fund factsheet production.
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Fund factsheet news
Product updates, practical guidance and news from Fundpeak.
New Asset Allocation Breakdown Chart for Fund Factsheets
Asset allocation is easier to understand when investors can see detailed asset classes, group totals and relative weights in one view. The new Asset Allocation Breakdown Chart in TopSheets brings that structure into a single fund factsheet chart.
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Translate Your Fund Factsheets with AI
Learn how AI-assisted translation can reduce repetitive work when preparing multilingual fund factsheets in TopSheets.
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120+ Market Indexes Now Available in TopSheets
Explore 120+ market indexes available in TopSheets for fund performance benchmarking, charts, and reporting context.
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Improved Security for Your Fund Factsheets
See how TopSheets security controls help protect fund data and factsheets, with links to current account-security guidance.
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Up & Down Capture Tables Now Available
Learn how up and down capture tables compare a fund with its benchmark in rising and falling market periods.
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Validate Fund Factsheet Data Before Importing
Learn how TopSheets validates mass-import files before upload, helps identify errors, and supports more reliable fund factsheet data.
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Fund Factsheets in Japanese
Learn about Japanese-language fund factsheets and find Fundpeak’s current multilingual reporting and AI translation options.
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Secure Your Fund Factsheets with 2FA
Learn how 2FA adds account security to TopSheets and follow current steps for protecting access to fund factsheets.
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Duplicate Your Custom Fund Factsheet Templates
Learn how duplicating custom factsheet templates can speed up multi-fund reporting while keeping layouts consistent.
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Organize Your Fund Factsheets with Folders
Learn how custom folders help organize growing fund factsheet libraries and make reporting workflows easier to manage.
Read more →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.
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