Fund Factsheet Production
- Create beautiful factsheets and save time with our fund factsheet production software
- Access ready-to-use factsheet as well as UCITS KIID or PRIIPs KID templates, well-designed charts, comprehensive statistics and ratings.
- Automatically produce multilingual factsheets which meet local regulations and wow your investors.
Happy clients
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.
I love your product… only wish I had discovered it years ago.
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.
Thanks, you guys are fantastic!
… Thanks again for the great support…
I would just like to thank you! You guys have been excellent! The best customer service out of all our vendors.
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.
You guys are the absolute best in getting things done.
Thank you – your team is amazing!
Thank you very much. Very happy with your service. Hopefully your company is doing well!
Beautiful design
There are many beautiful ready-to-use factsheet templates available that will get you going in no time.
We picked these using our 12+ years of experience in fund factsheet production.
Custom Layout and Branding
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.
Advanced Statistical Methods
There is a great number of tools which make a proper in-depth analysis very straightforward.
Choose from 80+ quantitative and 30+ qualitative fact files for each of your funds.
Interactive Charts
No more boring numbers. With our dynamic charts, you can easily create powerful visuals to assist in telling your data’s story.
Zoom-in and scroll. Easily adjust the dynamic charts to match your corporate colors.
Web WidgetsAdd Charts and Tables Directly to Your Website
Engage your visitors, offer valuable insights, and make a simple site much more functional using TopSheets Widgets, embedded into the body of your website.
- Simply copy and paste the widget script into your website
- Easily update your data in the administration panel
- Get customized color themes on request
The widgets provide you with additional functionality for your website while we deal with all the development.
Top Customer Support
We’re Always Here to Help
We aren’t just tech geeks eager to implement the latest technology. We are also careful listeners and do our best to help with any questions or requirements you might have.
Data Support
Are you manually entering the data and fund information? You don´t need to. Just send us the relevant fund documents and we´ll handle everything on our end. Full API is also available for more technically advanced users.
Get Started With the Help Center
How do you properly upload the monthly performance? How are fees included in the results? Why does my logo not show up in the report? Our Help Center can provide answers to these, and many more questions regarding fund factsheet production.
More Features
Benchmark Returns With Indexes
Thousands of indexes are also now available for your programs. All of them are up-to-date and have a full performance history. Charts and statistics will automatically adjust to the chosen index.
Full API
Want to use Your Data in Other Applications? Do you have inhouse developers? Just use our API which gives you full access to all your data, calculations, statistics and charts. You can then include it any parts of your website or other applications.
Contact us and we’ll provide you with a detailed documentation.
Language versions
All ready-made templates available in 5 major languages. Provide clients with factsheets in English, French, Spanish, German, Chinese or Russian. Just one click and your report is translated automatically.
Use a local benchmark for comparison with your data. Meet local regulations.
Client Reporting Tool
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
Track Who Sees Your Fact Sheet
Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity.
UCITS KIID & PRIIPs KID Production
Do you need to to produce UCITS KIID or PRIIPs KID documents? You can easily create professional KIID documents with our ready-made KIID templates.
Topsheets Subscriptions Full Comparison
Basic
- per monthif billed annually$59 per monthif billed monthly
- Manage up to 3 funds
- 20+ ready to use templates
- 80+ investment statistics
- Email support
Premium
- per monthif billed annually$109 per monthif billed monthly
- Manage up to 20
funds
- 20+ ready to use templates
- 80+ investment statistics
- Unlimited support
- 1 hr/mo admin work
- Custom templatesImplementation fee applies.
- 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.
Plus
- per monthif billed annually$159 per monthif billed monthly
- Manage up to 100 funds
- 20+ ready to use templates
- 80+ investment statistics
- Unlimited support
- 2 hr/mo admin work
- Custom templatesImplementation fee applies.
- 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.
- Blended Benchmarks
Enterprise
- Ideal for banks, large asset management firms, fund administrators…
- Manage unlimited # of funds
- 20+ ready to use templates
- 80+ investment statistics
- Unlimited support
- 4 hr/mo admin work
- Custom templatesImplementation fee applies.
- 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. One time implementation fee of $490.
- Blended Benchmarks
Custom
- Ideal for banks, large asset management firms, fund administrators…
- Managing more then 1000 funds?
- Contact us for an invididual approach and pricing.
Prices per one company profile.
Customize Your Factsheet Template in the Editor
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. We are always happy to create custom tearsheet templates on our end, but what if our clients could prepare better-suited reports themselves?
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
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... 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... 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... read more