Automate fund fact sheet production, management and distribution.
- 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 a wide range of professionally designed fund factsheet templates and investment fact sheet templates.
Built on more than 15 years of experience in fund factsheet production, our templates help asset managers create consistent, 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
Generate comprehensive fund factsheets, performance reports and investment reports using advanced analytical tools.
Access more than 80 quantitative and 30 qualitative metrics to provide investors with deeper insights into fund performance and risk.
Interactive Charts and Analytics
Transform fund data into clear, investor-friendly visualizations.
Create interactive charts, performance reports and investment fact sheets with customizable colours, branding and layouts.
Zoom, explore and present fund performance through dynamic visuals that make reporting easier to understand.
Website Widgets for Fund Data
Embed interactive charts, performance tables and fund data directly into your website.
Keep investors informed with automatically updated information, without maintaining custom integrations or developing reporting tools in-house.
Simply add a widget to your website, manage the data through a central administration panel and customize colours to match your brand.
Top Customer Support
We’re Always Here to Help
We’re more than a software provider. Our team combines technical expertise with hands-on experience in fund reporting, fund factsheet production and investment reporting workflows.
Whether you need help with setup, data integration or report design, we’re here to help.
Data Integration and Automation
Stop manually entering fund data and performance figures.
Import data automatically through Fundpeak API or send us your source documents and let us handle the setup. Fundpeak supports automated fund factsheet production, helping investment managers reduce manual work and reporting errors.
Knowledge Base and Help Center
Need help with performance calculations, branding, data imports or report configuration?
Our Help Center provides practical guidance on fund factsheet production, investment reporting and platform administration, helping your team get up and running quickly.
More Features
Benchmarks, Indexes and Market Data
Compare fund performance against leading market benchmarks. Access 120+ widely used global and regional indexes, including S&P, MSCI and Russell families, together with thousands of ETFs and equities.
Full API Access
Integrate fund data, performance metrics, benchmarks and analytics into your own applications.
The Fundpeak API provides access to calculations, statistics, charts and reporting data, enabling custom fund reporting, investor portals and third-party integrations.
Language versions
Provide investors with fund factsheets in multiple languages. Reports can be translated automatically with a single click using built-in AI translation tools.
Use local benchmarks, adapt content for international audiences and meet regional reporting requirements with minimal effort.
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.
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
Organize Your Fund Factsheets with Folders
Managing a growing number of fund tearsheets can quickly turn into a time-consuming challenge. That’s why Topsheets introduces custom folder organization - a smart, efficient way to bring order to... read more
Customize Your Factsheet Template in the Editor
There are more than 20 ready made fund tearsheet templates available in Topsheets today. Still our clients keep asking for various custom adjustments to their fund factsheets. We are always happy to create custom tearsheet templates on our end, but what if our clients could prepare better-suited reports themselves?