Tailor Financial Portals

Build secure investor portals.

  • Implement a secure portal as a seamless part of your website, fully customized to your requirements.
  • Help investors search and rank programs, build watchlists and create multi-manager portfolios using extensive filters.
Secure investor portal showing searchable fund performance

Trusted by investment professionals

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.

Buzz BartholomewCalifornia Managed Accounts, Inc

I love your product… only wish I had discovered it years ago.

Tim FortierDrawbridge Strategies

Pavel and his team are great to work with. I’ve given him some difficult tasks and tight timeline schedules and have yet to be disappointed. Highly recommended.

Paul MoranTrinity Trading

Investor tools

Analytical Tools

In-depth analysis

Our fund center makes investing easy. Investors benefit from more than 50 quantitative and 30 qualitative fact files for each program, making detailed analysis straightforward.

Custom Tools

Benchmark and peer-to-peer studies are available. Investors can create custom rankings, build robust multi-manager portfolios and store reports as PDF files.

Data Visualisation

Investors can quickly visualize the drivers of performance and risk for a program or an entire portfolio, helping them make better-informed investment decisions.

Full Customization

Matching your Company Design

We use your existing website design, adjust our investment database accordingly and implement it seamlessly into your website. The portal becomes a natural part of your online presence.

Your Very Own Database

The application layout can be fully adjusted to your needs. Fields can be removed, added, replaced or renamed, and statistics can be calculated using different methods.

100%matched to your brandYour design, data and terminology

Adapt fields, labels, calculations and layouts so the portal works as a seamless part of your website.

Managed Futures Database research and analysis platform

CTA Database

Connecting Managers with Investors

Our managed futures database connects fund managers with investors and provides the underlying data needed for informed investment decisions and ongoing performance monitoring.

CTA Database is where fund managers and investors meet. Try it today or contact brokers who have already implemented the platform.

Websites for Fund Managers

Extend your investor experience with a professional website

Present your strategy, team, funds and documents in a website designed around your brand.

Connect the website with Fundpeak factsheets, charts and reporting data to keep information clear and consistent across your investor communications.

Fund manager website displayed on a laptop and mobile phone

Ready to begin?

Ready to create your investor portal?

Contact us