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+02:00May 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+02:00April 17th, 2018|Fund Factsheets|0 Comments

3 Easy Ways to Add Fund Factsheets to Your Website

It is no longer true that Excel charts and its analytical tools are the only option available to present your fund data to clients. Excel has become a rather outdated solution and in today's busy world, people want quick insight into a fund's performance. Avoid Using Static Tables and Charts ... read more

2019-01-10T11:23:20+02:00June 9th, 2017|Fund Factsheets|0 Comments

The 6 Most Frequently Used Statistics in Managed Futures Factsheets

We analyzed 150+ fund factsheets, which managers sent us and which we use for performance updates of our Managed Futures Database, to complete this brief survey. All of the factsheets we analyzed are published monthly. A large majority of managers publish information about AUM of the firm or program. The ... read more

2019-01-10T10:44:04+02:00April 4th, 2017|Fund Factsheets|0 Comments

Benchmark Your Fund Returns with Indexes

Topsheets provide thousands of indexes, which are now available for your programs. Reliable source of information Indexes are up-to-date and with a full performance history Charts and statistics will automatically adjust to the chosen index Benchmarks are important to compare your performance against an appropriate benchmark. In the financial area, ... read more

2019-01-10T10:34:50+02:00February 21st, 2017|Fund Factsheets|0 Comments

Connect TopSheets to MT4 and Myfxbook

Use the most popular Forex trading platform MetaTrader 4. Easily import your data and let TopSheets to display them in well-designed fund factsheets. Quick installation and setup Analyze performance, risk and investment styles Visualize Forex data in a user-friendly way Not only does TopSheets allow you to import your data ... read more

2019-01-10T10:35:36+02:00February 13th, 2017|Fund Factsheets|0 Comments

Translate Your Reports into Five Languages

All default Topsheets templates are now available in five major languages. Provide your foreign clients with factsheets in English, French, Spanish, German or Chinese. Select the language easily from the dropdown list at the top bar and Topsheets will provide you with the translated version of template. Just one click ... read more

2019-01-04T14:24:13+02:00December 13th, 2016|Fund Factsheets|0 Comments

TopSheets Widgets – Add Charts and Tables Directly to Your Website

Fundpeak is excited to bring a new feature into its fundsheet production. TopSheets‘ Widgets will bring simplicity to your reports, allowing you to save time by quickly connecting your website with a factsheet. By using widgets, you can easily create a dynamic version of your tables and charts. Widgets are ... read more

2019-01-04T14:23:03+02:00March 17th, 2016|Fund Portals|0 Comments

QR code: Now available for your Fund Factsheet

It can be challenging to create your own QR code for your fund factsheet. That is why we have added new functionality to our fund factsheet production tool. The functionality allows you to add a QR code onto your factsheet template and easily promote your business. What are the advantages ... read more

2019-01-04T14:23:57+02:00March 15th, 2016|Fund Factsheets|0 Comments