All Available Features

Tool for brokers to be able to hide CTA names in pdfs when creating portfolios for clients.

Each allocation can be multiplied using leverage.

It allows you to add rankings based on your parameters anywhere on your website or other applications very easily.

Similar to rankings, it allows you to list selected programs together with selected data fields (minimum investment etc.)

Quick overview which programs have been added to the database lately.

Each Tailor client could have customized program information (for example one broker has a deal with a CTA to have a lower minimum investment).

PIN codes or Email/Password can be used.

Ability to create a watchlist or see which programs your leads have in their watchlists.

Similar to watchlists.

Brokers can upload their own videos and create a research center or place a video to a CTA profile.

Especially helpful for explanations how we calculate all the statistics.

You can place custom disclaimers anywhere in your database.

Topsheets Subscription Plans

Basic

$39
  • per 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

$69
  • per 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 widgetsWidgets allow you to add parts of your factsheet into a website. The whole factsheet can be reproduced on your website. Just copy and paste short code snippets.
  • Language versionsAll ready-made templates are available in English, French, Spanish, German, Chinese, or Russian. Just one click and your report is translated automatically.
  • Financial tearsheet automation - best choice

Plus

$99
  • per 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 widgetsWidgets allow you to add parts of your factsheet into a website. The whole factsheet can be reproduced on your website. Just copy and paste short code snippets.
  • Language versionsAll ready-made templates are available in English, French, Spanish, German, Chinese, or Russian. Just one click and your report is translated automatically.
  • Limited API accessUse our API and get access to basic data from your account.
  • Portfolio toolCreate a portfolio based on your programs and add stocks, mutual funds, indices, or managed futures from an external source. Add and remove programs, alter investment amounts, change allocation dates, or calculation methods.
  • Client reportingStay in touch with your clients and provide them with the most up to date and accurate information about their investments.

Enterprise

$199
  • per 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 widgetsWidgets allow you to add parts of your factsheet into a website. The whole factsheet can be reproduced on your website. Just copy and paste short code snippets.
  • Language versionsAll ready-made templates are available in English, French, Spanish, German, Chinese, or Russian. Just one click and your report is translated automatically.
  • Unlimited API accessUse our API and get full access to all your data, calculations, statistics and charts.
  • Portfolio toolCreate a portfolio based on your programs and add stocks, mutual funds, indices, or managed futures from an external source. Add and remove programs, alter investment amounts, change allocation dates, or calculation methods.
  • Client reportingStay in touch with your clients and provide them with the most up to date and accurate information about their investments.
  • Client portalA fully customized and password-protected client portal where you can link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface.

Custom

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