TopSheets

Fund Factsheet Production

  • Create beautiful factsheets and save time with our fund factsheet production software
  • Gain access to ready-to-use templates, well-designed charts, comprehensive statistics and ratings.
  • Automatically produce multilingual factsheets which meet local regulations and wow your investors.
Investor fund factsheets image
Fund factsheet templates icon

Beautiful design

There are many beautiful ready-to-use factsheet templates available that will get you going in no time.

We picked these using our 12+ years of experience in fund factsheet production.

Customized performance reports icon

Custom Layout and Branding

None of our standard templates suits your needs? We’ll be happy to prepare a unique layout and design for your report.

Pick which charts, statistics, benchmarks, program data or disclaimers to include. Feel free to rename all fields and change their location.

Investment statistical tools icon

Advanced Statistical Methods

There is a great number of tools which make a proper in-depth analysis very straightforward.

Choose from 80+ quantitative and 30+ qualitative fact files for each of your funds.

Interactive Charts

No more boring numbers. With our dynamic charts, you can easily create powerful visuals to assist in telling your data’s story.

Zoom-in and scroll. Easily adjust the dynamic charts to match your corporate colors.

Interactive charts image
Tearsheet web widgets image

Web WidgetsAdd Charts and Tables Directly to Your Website

Engage your visitors, offer valuable insights, and make a simple site much more functional using TopSheets Widgets, embedded into the body of your website.

  • Simply copy and paste the widget script into your website
  • Easily update your data in the administration panel
  • Get customized color themes on request

The widgets provide you with additional functionality for your website while we deal with all the development.

Top Customer Support

We’re Always Here to Help

We aren’t just tech geeks eager to implement the latest technology. We are also careful listeners and do our best to help with any questions or requirements you might have.

Data Support

Are you manually entering the data and fund information? You don´t need to. Just send us the relevant fund documents and we´ll handle everything on our end. Full API is also available for more technically advanced users.

Get Started With the Help Center

How do you properly upload the monthly performance? How are fees included in the results? Why does my logo not show up in the report? Our Help Center can provide answers to these, and many more questions regarding fund factsheet production.

Client support image

More Features

Benchmark Returns With Indexes

Thousands of indexes are also now available for your programs. All of them are up-to-date and have a full performance history. Charts and statistics will automatically adjust to the chosen index.

Full API

Want to use Your Data in Other Applications? Do you have inhouse developers? Just use our API which gives you full access to all your data, calculations, statistics and charts. You can then include it any parts of your website or other applications.

Contact us and we’ll provide you with a detailed documentation.

Language versions

All ready-made templates available in 5 major languages. Provide clients with factsheets in English, French, Spanish, German or Chinese. Just one click and your report is translated automatically.

Use a local benchmark for comparison with your data. Meet local regulations.

Client Reporting Tool

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

Track Who Sees Your Fact Sheet

Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity.

UCITS KIID & PRIIPs KID Production

Do you need to to produce UCITS KIID or PRIIPs KID documents? You can easily create professional KIID documents with our ready-made KIID templates.

If you use TopSheets, you can create a connection to your live brokerage accounts.

We then start automatically upload the statements and import them into our system for you to access.

Manage your programs and portfolios easily in a single user interface. Easily add and remove programs, alter investment amounts, change allocation dates, choose between different calculation methods.

Do you handle reporting for more than one company? You can easily switch between their profiles, directly in your master account.

Make your fund information and statistics easily accessible for smartphone and tablet users by adding a two-dimensional barcode to the footer of your report.

Do you invest in both bonds and stocks? Do you also manage multi-strategy funds? Make your TopSheets account more organized by only displaying the relevant edit fields for a certain group of programs

Are you afraid of losing data or failing to properly backup your reports? There is no need to be worried about that with our fund factsheet production application. Simply store your beautiful fund factsheets directly in TopSheets.

Not only does TopSheets use unique and secure URLs, but you can now also show your corporate domain name when the factsheet is loaded in a client browser.

Topsheets Subscription Plans

Basic

$39
  • per month
    if billed annually
    $49 per month
    if billed monthly
  • Manage up to 3 funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Email support

Premium

$69
  • per month
    if billed annually
    $86 per month
    if billed monthly
  • Manage up to 20

    funds

  • 14 ready to use templates
  • Store factsheets in

    PDF

  • Unlimited support
  • 1 hr/mo admin work
  • Custom templates (from $100)
  • 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.
  • Financial tearsheet automation - best choice

Plus

$99
  • per month
    if billed annually
    $124 per month
    if billed monthly
  • Manage up to 100 funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Unlimited support
  • 2 hr/mo admin work
  • Custom templates (from $50)
  • 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.

Enterprise

$199
  • per month
    if billed annually
    $249 per month
    if billed monthly
  • Manage unlimited # of funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Unlimited support
  • 4 hr/mo admin work
  • Custom templates
  • 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.

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.