Fund Portal Production
- Tailor implements a secure fund portal into your website. It then becomes its internal part, fully customized based upon your requirements.
- Our clients´ leads use fund portals to search and rank investment programs, create watchlist and multi-manager portfolios with the help of 50+ filters and parameters.
Happy clients
Analytical Tools
Our fund center makes investing easy. There is a great number of tools which make a proper in-depth analysis very straightforward. Investors benefit from 50+ quantitative and 30+ qualitative fact files for each program, so they can analyze performance, risk and investment styles for individual programs as well as understand total portfolio risk characteristics.
Custom Tools
Benchmark or peer to peer studies are also available. Investors can create custom rankings or build robust multi-manager portfolios. All reports can also be stored as pdf files.
Data Visualisation
Using our technology investors get a full understanding of the drivers of performance and risk of a particular program or an entire portfolio. They can visualize data in a user friendly way very quickly, which helps them to make better and more informed investment decisions.
Full Customization
Matching your Company Design
We use your existing website design (creating an HTML template), adjust our investment database accordingly and implement it seamlessly into your webpage. Nobody recognizes there is an external fund center running on your website.
Your Very Own Database
Feel free to demand any changes to the application layout. We´ve developed our platform in such a way there is no problem for us to remove, add, replace or rename any fields or even calculate statistics using different methods – everything can be fully adjusted based on your needs.
CTA DatabaseConnecting Managers with Investors
Our managed futures database is a platform which connects managed futures fund managers with investors and provides underlaying data for informed investment decision and ongoing performance monitoring.
CTA database is where fund managers and investors meet. Try it today or contact brokers who already implemented the platform.
Fund Manager WebsitesProfessional websites for fund managers
We also offer ready-made fund websites for fund managers. Every website can be easily branded and customized to suit your individual needs. Fully responsive design of our websites automatically adapts to fit different screens ensuring great experience.
For more information see Websites for Fund Managers.
Full APIUse Our System in Your Applications
Do you have inhouse developers? Just use our API which gives you full access to all data, calculations, statistics, portfolios and charts etc. You can then easily implement it into your websites or other applications.
API Documentation
Contact us and we´ll provide you with detailed documentation.
Client StatisticsKnow your Lead´s Activity
Want to know details about a lead you are going to talk to? Just check their activity on the fund portal, how often they use the site, what´s their favourite program, how their portfolio looks like.
CRM Implementation
We can send new leads directly into your CRM system.
Language VersionsWorking with Foreign Clients?
Tailor is a good student when it comes to languages. Together with English, he already managed to learn French, Russian and Chinese. Pick up your preferred language and we´re sure, he´ll master it as well.
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 many more questions regarding not only fund portal production.
All Available Features
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
Link Clients to Their Reports Through a Protected Portal
Would you like to allow clients to individually access information about their investments? Then use our client portal and link individual investors to reports which are tailored just for them.... 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
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... read more
TopSheets Widgets – Add Charts and Tables Directly to Your Website
Fundpeak is excited to bring a new feature into its fundsheet production. TopSheets‘ Widgets will bring simplicity to your reports, allowing you to save time by quickly connecting your website... read more
Display Top Performing Funds on your Website
Improve the service you offer to your investors on your website! Integrate our new free widget which allows you to display TOP performing funds from our CTA Database. CTA rankings... read more
Get Better Visual Experience with Interactive Charts
No more boring numbers! New Dynamic Charts easily create powerful visuals helping tell your data a story. Scrollable and zoomable Easily adjusted to match your corporate colors Supports all modern... read more