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 Excel has become a rather outdated solution and in today's busy world, people want quick insight into a fund's performance.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