Fund Factsheet Production & Fund Portals | Fundpeak
Fundpeak provides automated fund factsheet production tools and secure fund portals. Create fund performance reports using our tearsheet templates.
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Fundpeak provides automated fund factsheet production tools and secure fund portals. Create fund performance reports using our tearsheet templates.
The choice of benchmark can greatly influence decisions throughout the investment process. Dont limit yourself to standard indices, but create your own blended benchmarks. A benchmark is a standard or a point of reference against which the performance is
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 th
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 i
We have recently improved our API documentation because we are aware that it plays a key part in providing a better developer experience. Application Programming Interface (API) is a software intermediary that allows two applications to communicate with e
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. Legitimate API users often send too many API requests in a very short period of time (often within minu
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. Investors can log into the portal and see their investments i
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
Beer production has a long history in the Czech Republic and drinking beer is an ingrained part of our tradition. No other nation consumes more beer per capita than the Czechs. With all that said, it should come as no surprise that our work Christmas part
Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. Programs vs portfolios Two types of fund tearsheets can be created using our fund fact sheet automa
Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity. Visitor tracking is a vital source of information for many businesses. Knowing how your site is performing is essential, however,