Tailor Made Financial Portals

  • Tailor implements an investment database into your website. It then becomes its internal part, fully customized based upon your requirements.
  • Our clients´ leads use Tailor to search and rank investment programs, create watchlist and multi-manager portfolios with the help of 50+ filters and parameters.
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Image - Tailor financial portal
Happy Clients


Analytical Tools

Image - Fund analyticsOur technology makes investing easy. There is a great number of tools which make a proper in-depth analysis very straightforward. Investors benefit from 50+ quantitative and 30+ qualitative fact files for each program, so they can analyze performance, risk and investment styles for individual programs as well as understand total portfolio risk characteristics.

Custom Tools

Image - Investor´s custom analytical toolsBenchmark or peer to peer studies are also available. Investors can create custom rankings or build robust multi-manager portfolios. All reports can also be stored as pdf files.

Data Visualization

Image - Fund data visualisation

Using our technology investors get a full understanding of the drivers of performance and risk of a particular program or an entire portfolio. They can visualize data in a user friendly way very quickly, which helps them to make better and more informed investment decisions.

I love your product... only wish I had discovered it years ago.

Tim Fortier, Portfolio Cafe

I needed some marketing materials and Pavel and Fundpeak were terrific. TopSheets and a web site were done quickly and both were extremely well done. I'd hire them again in a minute.

Buzz Bartholomew, California
Managed Accounts, Inc

Pavel and his team are very prompt and professional. I am very impressed with their service and have had great response from our clients, prospects and advisors. I look forward to a long and prosperous working relationship.

Tyler Wood, Angus Capital Management (BVI) Ltd.

... Thanks again for the great support...

Matt McCrow, Jade Capital Partners

I would just like to thank you! You guys have been excellent! The best customer service out of all our vendors.

Ty McGuire, Ocean Total Return Fund

Pavel and his team are great to work with. I've given him some difficult tasks and tight timelime schedules and have yet to be disappointed. Highly recommended.

Paul Moran, BN2 Capital Holdings