Use Blended Benchmarks in Your Fund Factsheets
The choice of benchmark can greatly influence decisions throughout the investment process. Don’t limit yourself to standard indices, but create your own blended benchmarks. … read more
Improved API Documentation
We have recently improved our API documentation because we are aware that it plays a key part in providing a better developer experience. … read more
Introducing API Limits
As our client base grows, so does the number of applications we’re dealing with. To help control this growth we’re introducing a limit on API requests.
Make Your Fund Factsheets and Portal Available in Arabic
According to Wikipedia, Arabic is the fifth most spoken language in the world with as many as 422 million speakers. It is the official language in 26 countries. We are therefore pleased to announce that it is now possible to create Arabic versions of fund factsheets in our fund factsheet ... read more
Add Stocks or ETFs to Your Portfolio in a Few Clicks
Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. … read more
Track Who Views Your Fund Factsheet
Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity. … read more
New Risk Template for Your Factsheets
We are happy to announce that a new tearsheet template has been added to the selection of our ready-made templates. … read more
Use Your Own Domain for Your Fund Tearsheets
How often do you think about branding for your business? Are you aware that one of the most important places to brand your business is in URLs? … read more
Import Fund Terms Data for Multiple Funds at Once
We are happy to present a new type of import which allows you to upload or update your fund terms. It is another handy functionality which aims to help you with creating fund factsheets more effectively. … read more
Share Your Documents with Brokers and Vice Versa
Our managed futures database is a platform where fund managers and investors meet. Being able to easily access all fund related documents is one of the features that both sides benefit from. … read more
Let Us Help You with KIID and PRIIP KID Distribution
Fundpeak newly offers a simple way to manage and release KIIDs and PRIIP KIDs to the marketplace. Our solution is fully integrated with your existing fund factsheets, which ensures that any updates are immediately rendered. … read more
Receive Notification When New Devices Log into Your Account
We at Fundpeak care about the privacy and security of our customers and their factsheets. That is why we have recently added another layer of security to make sure that only you and authorized users can connect to your fund factsheets.
Automatically Update Your Fund Factsheets via FTP
Apart from the ability to auto-import financial data directly from brokers and data providers, it is also possible to upload your data to our FTP server and let Topsheets to automatically update your reports on a daily basis. … read more
Quickly & Easily Edit Content in Your Factsheets
We deal with various client requests on a daily basis, so we are well aware that the more you can customize your fund factsheets the better. Today we would like to present another feature which is aiming to give our clients more control over what is displayed in their tearsheets. ... read more
Add ETFs to Your Portfolio in a Few Clicks
Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. Reliable source of information Updated automatically on a regular basis Set total investment and leverage Build a portfolio in topsheets
Use a Quick Edit Tool to Update Your Factsheets
Not sure how to edit the selected fields in your financial factsheet? We made this process easier and faster. You can simply mouseover any field and an icon for a quick edit will appear. Edit my Factsheets
Connect TopSheets to R. J. O’Brien or FCStone
Keeping performance reports up to date is a necessity but when managing a number of portfolios this task can be very time consuming. That is why our fund factsheet tool offers an auto-import feature which allows clients to import financial data directly from brokers and data providers. We have recently ... read more
New and Improved Navigation Design
We’ve introduced a slick and elegant re-design of TopSheets menus and navigation features. These enhancements represent another important step toward providing you with the best possible user experience and making TopSheets as intuitive as possible. Explore new design
TopSheets Has Moved to a More Secure Server
We understand that our users expect a secure and private online experience when using TopSheets. That's why we've moved our services to a new and better protected server. Your data are safe, secure, and immediately available 24/7 guaranteed accessibility Improved server response time Enjoy an improved experience
Import Portfolio Composition Data for Various Funds from a Single File
We have recently released another function that aims to help you create fund factsheets more efficiently. This function allows you to import portfolio composition data for multiple funds from one single file. We have already introduced a few mass data import functions, e.g. Mass Daily Data or Mass Monthly Data ... read more
Import Daily Data for Multiple Funds at once
There is a new function available that makes your work a bit easier when creating fund factsheets. The function is called Mass Daily Data Import and it enables you to import daily data for multiple portfolios in a few clicks. If you’ve already used Mass Monthly Data Import, then this ... read more
Produce Multiple PDF Reports With One Click
Do you manage a lot of factsheets? Let TopSheets automatically generate PDF reports for all of your factsheets with a single click. Incredibly useful if you manage multiple programs Reports are automatically saved to your own FTP account A simple way to backup all your factsheets Get more information
Add Portfolio Widgets to Your Website
Widgets, a favorite tool for TopSheets users, is now also available for reports created in the portfolio builder. Simply copy and paste the widget into your website. It takes just a few clicks. Add Widgets to my Website
Find All Your Receipts in a Central Place
Receipts for credit card payments are now included in a separate module called Payments. You will find all your payments here and can also choose a specific payment and quickly generate the invoice. All from a central place. View my receipts
Show Quarterly Returns in Your Reports
Are your returns best expressed on a quarterly basis? Do monthly statistics not give an accurate expression of your performance. Sharpe, Sortino, and many other statistics can be now calculated on a quarterly basis. Create quarterly fund factsheet
New Client Reporting Tool Available
Use a fully customized and password-protected client portal to link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface. Create password-protected client-specific reports Clients can login and see their investments immediately Account overviews are displayed in a fast and easy-to-use format ... read more
Manage your Funds in Redesigned Admin
We are excited to offer our customers the next generation of our user interface, and delighted to make it easier, faster and more intuitive for you to manage your company profile and edit your funds. The new administration experience provides improved fresh new look, powerful admin panels, but most importantly, ... read more