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TopSheets Has Moved to a More Secure Server

We understand that our users expect a secure and private online experience when using TopSheets. That's why we've moved our services to a new and better protected server. Your data are safe, secure, and immediately available 24/7 guaranteed accessibility Improved server response time Enjoy an improved experience

2019-01-21T14:48:54+00:00October 4th, 2018|Product News|0 Comments

Produce Multiple PDF Reports With One Click

Do you manage a lot of factsheets? Let TopSheets automatically generate PDF reports for all of your factsheets with a single click. Incredibly useful if you manage multiple programs Reports are automatically saved to your own FTP account A simple way to backup all your factsheets Get more information

2019-01-21T14:24:35+00:00June 26th, 2018|Product News|0 Comments

Show Fundamental Statistics in Your Factsheets

Fundamental statistics are used for the valuation of companies that have publicly traded shares. Several different fundamental statistics are used among analysts, traders or investors. Some of these fundamental statistics are now available in your TopSheets reports. Undervalued or overvalued stocks? With fundamental statistics, anyone who considers to investing in ... read more

2019-01-15T12:34:58+00:00June 6th, 2018|Fund Factsheets|0 Comments

New Client Reporting Tool Available

Use a fully customized and password-protected client portal to link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface. Create password-protected client-specific reports Clients can login and see their investments immediately Account overviews are displayed in a fast and easy-to-use format ... read more

2019-01-15T14:32:25+00:00May 16th, 2018|Product News|0 Comments

Fund Factsheet Automation or Manual Production

Are you considering fund factsheet automation? Do you produce your precise fund factsheets on a regular basis, but are unsure whether to create the reports manually or automate the whole production process? In the past, most managers used office productivity softwares, like MS Office, to produce factsheets. Excel was a ... read more

2019-01-15T13:52:08+00:00April 17th, 2018|Fund Factsheets|0 Comments