Historical integration update: The providers listed below were supported when this article was published. Current provider availability may differ; contact Fundpeak before planning an integration.
Keeping performance reports up to date is a necessity but when managing a number of portfolios this task can be very time consuming. This 2018 announcement described an auto-import feature for importing financial data directly from brokers and data providers.
At publication time, TopSheets had added R. J. O’Brien and FCStone as data providers for performance and other fund reporting data.
The published list of supported brokers and data providers contained: