//Fund Factsheet Automation
Fund Factsheet Automation2019-04-03T11:37:52+00:00

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

$39per 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

$69per 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 widgets
  • Language versions
  • Financial tearsheet automation - best choice

Plus

$99per 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 widgets
  • Language versions
  • Limited API access
  • Portfolio tool
  • Client reporting

Enterprise

$199per 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 widgets
  • Language versions
  • Unlimited API access
  • Portfolio tool
  • Client reporting
  • Client portal

Custom

  • Ideal for banks, large asset management firms, fund administrators…
  • Managing more then 1000 funds?
  • Contact us for an invididual approach and pricing.t