Pricing2019-04-01T12:43:37+00:00

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