Use Blended Benchmarks in Your Fund Factsheets
The choice of benchmark can greatly influence decisions throughout the investment process. Don’t limit yourself to standard indices, but create your own blended benchmarks. … read more
Improved API Documentation
We have recently improved our API documentation because we are aware that it plays a key part in providing a better developer experience. … read more
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