Introducing API Limits
As our client base grows, so does the number of applications we’re dealing with. To help control this growth we’re introducing a limit on API requests.
Link Clients to Their Reports Through a Protected Portal
Would you like to allow clients to individually access information about their investments? Then use our client portal and link individual investors to reports which are tailored just for them. Investors can log into the portal and see their investments immediately in an easy-to-use format. … read more
Make Your Fund Factsheets and Portal Available in Arabic
According to Wikipedia, Arabic is the fifth most spoken language in the world with as many as 422 million speakers. It is the official language in 26 countries. We are therefore pleased to announce that it is now possible to create Arabic versions of fund factsheets in our fund factsheet ... read more
Christmas Party in a Local Brewery
Beer production has a long history in the Czech Republic and drinking beer is an ingrained part of our tradition. … read more
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