Fund Factsheet Automation

  • Fund factsheet automation helps to generate performance reports faster than ever.
  • Gain access to eye-catching charts, tables and comprehensive statistics.
  • Choose from multiple output formats and automatically produce multilingual factsheets.
Financial performance reports image
Icon - Factsheet templates

Save time and money

Fund factsheet automation helps you create professional factsheets in minutes.

  • All data is imported into one application and is easily kept up to date.

  • No need to worry about factsheet design. Just select one of ready-made templates.

  • Automatically create multi-language fund factsheets.

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Let technology help you

Take advantage of advanced features that fund factsheet automation has to offer.
  • Forget about creating charts or tables and calculating statistics. Everything is done automatically.

  • Gain access to allocation calculations, comparatives and other simple arithmetics that managers require in order to present data effectively.

  • Avoid errors – easily preview and adjust fund factsheet content.

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Present factsheets

Choose from multiple output formats and bring your tearsheets to the market.

  • Pdf – export factsheets as pdf files and send them to your clients.

  • Web – show report on website or share it´s url on the internet.

  • Widgets – display selected parts of the factsheet on any website.

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.