Add Stocks or 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. … read more
Track Who Views Your Fund Factsheet
Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity. … read more
New Risk Template for Your Factsheets
We are happy to announce that a new tearsheet template has been added to the selection of our ready-made templates. … read more
Use Your Own Domain for Your Fund Tearsheets
How often do you think about branding for your business? Are you aware that one of the most important places to brand your business is in URLs? … read more
Import Fund Terms Data for Multiple Funds at Once
We are happy to present a new type of import which allows you to upload or update your fund terms. It is another handy functionality which aims to help you with creating fund factsheets more effectively. … read more
Share Your Documents with Brokers and Vice Versa
Our managed futures database is a platform where fund managers and investors meet. Being able to easily access all fund related documents is one of the features that both sides benefit from. … read more
Let Us Help You with KIID and PRIIP KID Distribution
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
Receive Notification When New Devices Log into Your Account
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.
Fundpeak Launches Redesigned Website
We’re happy to announce that we have completely redesigned our website! You can now enjoy a better design and user-friendly navigation. … read more
Automatically Update Your Fund Factsheets via FTP
Apart from the ability to auto-import financial data directly from brokers and data providers, it is also possible to upload your data to our FTP server and let Topsheets to automatically update your reports on a daily basis. … read more