Fundpeak insights
Product updates, practical guidance and news from Fundpeak.
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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Learn how AI-assisted translation can reduce repetitive work when preparing multilingual fund factsheets in TopSheets.
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Explore 120+ market indexes available in TopSheets for fund performance benchmarking, charts, and reporting context.
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See how TopSheets security controls help protect fund data and factsheets, with links to current account-security guidance.
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Learn how up and down capture tables compare a fund with its benchmark in rising and falling market periods.
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Learn how TopSheets validates mass-import files before upload, helps identify errors, and supports more reliable fund factsheet data.
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Learn about Japanese-language fund factsheets and find Fundpeak’s current multilingual reporting and AI translation options.
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Learn how 2FA adds account security to TopSheets and follow current steps for protecting access to fund factsheets.
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Learn how duplicating custom factsheet templates can speed up multi-fund reporting while keeping layouts consistent.
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Learn how custom folders help organize growing fund factsheet libraries and make reporting workflows easier to manage.
Read more →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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See how the TopSheets Template Editor supports custom fund factsheet layouts, reusable themes, and change history.
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