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TopSheets

Fund Factsheet Production

  • Create beautiful fund factsheets while cutting the production time.
  • Gain access to ready-to-use templates, well-designed charts, comprehensive statistics and ratings.
  • Automatically produce multilingual factsheets which meet local regulations and wow your investors.
Try TopSheets for Free Request Consultation

No credit card required.

Image - Fund performance report
Happy Clients

Features

Beautiful Design

Being an investment database provider, we deal with different types of factsheets on a daily basis. We've combined this knowledge with our technology, prepared the top fact sheets and made them available as ready-to-use templates.


Custom Layout and Branding

Financial factsheet production

None of our standard templates suits your needs? We'll be happy to prepare a unique layout and design for your report.

Pick which charts, statistics, benchmarks, program data or disclaimers to include. Feel free to rename all fields and change their location.

We usually create a wireframe/prototype to better visualize your ideas.

You can then seamlessly add the factsheet into your website (as widget or PDF) or send it out to your clients.


Mobile-Friendly Fund Factsheets

Whether you are using Topsheets on your desktop, smartphone or tablet, the responsive design ensures you'll always enjoy optimal viewing and the best user experience.


Factsheet Samples

Fund factsheet template

Financial performance report template

Fund performance report template

Fund factsheet template

Financial performance report template

Fund performance report template


Try TopSheets for Free

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