Automate the creation, management and distribution of professional fund tear sheets.
- Create professional factsheets faster and reduce manual work.
- Use customizable templates, automated data updates, advanced charts, comprehensive statistics and ratings.
- Generate multilingual documents that meet local requirements and deliver a consistent experience for investors worldwide.
Happy clients
I needed some marketing materials and Pavel and Fundpeak were terrific. TopSheets and a web site were done quickly and both were extremely well done. I’d hire them again in a minute.
I love your product… only wish I had discovered it years ago.
Pavel and his team are very prompt and professional. I am very impressed with their service and have had great response from our clients, prospects and advisors. I look forward to a long and prosperous working relationship.
Thanks, you guys are fantastic!
… Thanks again for the great support…
I would just like to thank you! You guys have been excellent! The best customer service out of all our vendors.
Pavel and his team are great to work with. I’ve given him some difficult tasks and tight timelime schedules and have yet to be disappointed. Highly recommended.
You guys are the absolute best in getting things done.
Thank you – your team is amazing!
Thank you very much. Very happy with your service. Hopefully your company is doing well!
Fund Factsheet Templates
Choose from professionally designed templates and adapt them to your brand, data and reporting needs.
Built on 15+ years of experience, they help asset managers create clear, consistent and investor-ready documents in minutes.
Custom Layout and Branding
Create fully branded fund factsheets that match your corporate identity.
Customize layouts, charts, statistics, benchmarks, disclosures and data sections to meet your specific reporting requirements.
Advanced Analytics
Turn complex performance data into clear, meaningful insights for investors.
Choose from more than 300 statistics covering returns, risk and other key characteristics.
Interactive Charts
Make performance data easier to understand with clear, interactive visuals.
Let investors zoom in and explore the details, while keeping every chart aligned with your brand.
Website WidgetsAdd charts and tables to your website
Turn your data into interactive charts and tables that visitors can explore directly on your website.
- Embed each widget with a simple copy-and-paste script
- Update the displayed data from your administration panel
- Match the design to your corporate colors
- Add new functionality without handling the development yourself
Top Customer Support
Help When You Need It
Our team combines technical knowledge with hands-on experience in fund reporting. We listen carefully, understand your requirements and help you get the most from TopSheets.
Data Support
Avoid time-consuming manual entry. Send us your fund documents and we can prepare and maintain the data for you. For automated integrations, a full API is also available.
Help Center
Find practical answers on uploading performance data, handling fees, customizing reports and other common tasks in our Help Center.
More Features
Market Benchmarks
Compare performance with 120+ global and regional market indexes, plus thousands of ETFs and equities. Selected benchmarks flow automatically into your charts, tables and statistics.
API Access
Connect TopSheets with your website, client portal or internal systems. Use the API to access data, calculations, statistics and charts.
AI-Powered Translations
Translate individual sections or complete reports directly in TopSheets. Review and edit every translation before publishing.
Automated Data Imports
Reduce manual work by importing statements and performance data into TopSheets.
Portfolio Management
Build and adjust portfolios in one place, including allocations, investment amounts, dates and calculation methods.
Multi-Company Accounts
Manage multiple company profiles from a single master account and switch between them easily.
Topsheets Subscriptions Full Comparison
Basic
- per monthif billed annually$59 per monthif billed monthly
- Manage up to 3 funds
- 20+ ready to use templates
- 80+ investment statistics
- Email support
Premium
- per monthif billed annually$109 per monthif billed monthly
- Manage up to 20
funds
- 20+ ready to use templates
- 80+ investment statistics
- Unlimited support
- 1 hr/mo admin work
- Custom templatesImplementation fee applies.
- Fund widgetsWidgets allow you to add parts of your factsheet into a website. The whole factsheet can be reproduced on your website. Just copy and paste short code snippets.
- Language versionsAll ready-made templates are available in English, French, Spanish, German, Chinese, or Russian. Just one click and your report is translated automatically.
Plus
- per monthif billed annually$159 per monthif billed monthly
- Manage up to 100 funds
- 20+ ready to use templates
- 80+ investment statistics
- Unlimited support
- 2 hr/mo admin work
- Custom templatesImplementation fee applies.
- Fund widgetsWidgets allow you to add parts of your factsheet into a website. The whole factsheet can be reproduced on your website. Just copy and paste short code snippets.
- Language versionsAll ready-made templates are available in English, French, Spanish, German, Chinese, or Russian. Just one click and your report is translated automatically.
- Limited API accessUse our API and get access to basic data from your account.
- Portfolio toolCreate a portfolio based on your programs and add stocks, mutual funds, indices, or managed futures from an external source. Add and remove programs, alter investment amounts, change allocation dates, or calculation methods.
- Client reportingStay in touch with your clients and provide them with the most up to date and accurate information about their investments.
- Blended Benchmarks
Enterprise
- Ideal for banks, large asset management firms, fund administrators…
- Manage unlimited # of funds
- 20+ ready to use templates
- 80+ investment statistics
- Unlimited support
- 4 hr/mo admin work
- Custom templatesImplementation fee applies.
- Fund widgetsWidgets allow you to add parts of your factsheet into a website. The whole factsheet can be reproduced on your website. Just copy and paste short code snippets.
- Language versionsAll ready-made templates are available in English, French, Spanish, German, Chinese, or Russian. Just one click and your report is translated automatically.
- Unlimited API accessUse our API and get full access to all your data, calculations, statistics and charts.
- Portfolio toolCreate a portfolio based on your programs and add stocks, mutual funds, indices, or managed futures from an external source. Add and remove programs, alter investment amounts, change allocation dates, or calculation methods.
- Client reportingStay in touch with your clients and provide them with the most up to date and accurate information about their investments.
- Client portalA fully customized and password-protected client portal where you can link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface. One time implementation fee of $490.
- Blended Benchmarks
Custom
- Ideal for banks, large asset management firms, fund administrators…
- Managing more then 1000 funds?
- Contact us for an invididual approach and pricing.
Prices per one company profile.
Translate Your Fund Factsheets with AI
Producing factsheets in multiple languages can require a significant amount of repetitive work. Each strategy description, manager biography, disclaimer, article, and custom field needs to be translated and kept consistent... read more
120+ Market Indexes Now Available in Topsheets
Choosing the right benchmark is essential when presenting fund performance. It gives investors meaningful context and helps them understand how a strategy performed relative to a relevant market. We have... read more
Improved Security for Your Fund Factsheets
Keeping your data and fund tearsheets safe is a top priority for us. That’s why we’ve added a new security measure to Topsheets designed to protect user accounts against brute-force... read more
Up & Down Capture Tables Now Available
Understanding how a fund performs in rising and falling conditions is a key part of any robust performance report. With the introduction of Up & Down Capture tables, Topsheets makes... read more
Validate Fund Factsheet Data Before Importing
We’re excited to introduce a small but powerful improvement to mass imports in Topsheets. The new validation feature lets you check Excel files for errors before uploading them. It’s a... read more
Fund Factsheets in Japanese
We’re delighted to announce that Topsheets, our fund factsheet production tool, has recently added support for Japanese. Fund managers serving Japanese-speaking audiences can now easily translate their fund tearsheet templates... read more
Secure Your Fund Factsheets with 2FA
Security is at the core of everything we do. With Two-Factor Authentication (2FA), your fund factsheets remain protected at every step. Why 2FA matters When working with sensitive financial data,... read more
Duplicate Your Custom Fund Factsheet Templates
We’re excited to roll out an improved feature in Topsheets that makes managing your fund factsheet templates faster, smarter and easier - you can now duplicate any custom tearsheet template... read more