Fundpeak insights
Product updates, practical guidance and news from Fundpeak.
Producing factsheets in multiple languages can require a significant amount of repetitive work. Each strategy description, manager biography, disclaimer, article, and custom field needs to be translated and kept consistent across every language version.
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Choosing the right benchmark is essential when presenting fund performance. It gives investors meaningful context and helps them understand how a strategy performed relative to a relevant market.
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Keeping your data and fund tearsheets safe is a top priority for us. That’s why we’ve added a new security measure to Topsheets designed to protect user accounts against brute-force attacks.
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Understanding how a fund performs in rising and falling conditions is a key part of any robust performance report. With the introduction of Up & Down Capture tables, Topsheets makes this analysis easier and fully automated.
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We’re excited to introduce a small but powerful improvement to mass imports in Topsheets. The new validation feature lets you check Excel files for errors before uploading them.
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We’re delighted to announce that Topsheets, our fund factsheet production tool, has recently added support for Japanese. Fund managers serving Japanese-speaking audiences can now easily translate their fund tearsheet templates into this new language.
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Security is at the core of everything we do. With Two-Factor Authentication (2FA), your fund factsheets remain protected at every step.
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We’re excited to roll out an improved feature in Topsheets that makes managing your fund factsheet templates faster, smarter and easier – you can now duplicate any custom tearsheet template directly from the Custom templates section.
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Managing a growing number of fund tearsheets can quickly turn into a time-consuming challenge. That’s why Topsheets introduces custom folder organization – a smart, efficient way to bring order to your fund factsheet library and streamline your workflow.
Read more →We are thrilled to announce that we are planning to join Confluence Technologies, a leading global technology solutions provider. It has been an exciting adventure for me and everyone at Fundpeak and we thank all of our clients and partners for putting their trust in us.
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There are more than 20 ready made fund tearsheet templates available in Topsheets today. Still our clients keep asking for various custom adjustments to their fund factsheets.
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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.
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