Sesame

Sesame, offered by Landytech, is an investment management platform that aims to streamline and simplify the investment process. It is designed for asset managers, family offices, and trust companies of various sizes. According to the vendor, Sesame allows users to consolidate data from multiple sources onto a single platform, enabling them to make informed investment decisions and generate reports to meet regulatory requirements.

Key Features

Manage: According to the vendor, Sesame replaces spreadsheets and expensive tools with a single intuitive platform. It offers performance and risk analytics powered by MSCI BarraOne and RiskMetrics, providing users with the tools to make informed investment decisions. Sesame also facilitates the creation of automated reports to ensure regulatory compliance.

Consolidate: Sesame provides fully managed connections to banks and custodians, regularly updating positions and transactions. Users have the ability to edit positions and transactions across their private and alternative investments within the Portfolio Management System. The platform also supports open banking, granting access to cash accounts from over 3500 banks. According to the vendor, Sesame will soon offer AI-enhanced document parsing through its upcoming Doc Drop feature.

Capabilities: Sesame offers a range of capabilities, including source consolidation, analysis, risk management, reporting, alerting, compliance, collaboration, documentation, and customization. Users can consolidate data from multiple sources onto the platform and utilize analysis tools to make informed investment decisions. The platform includes risk management features to monitor and manage portfolio risk. Automated reports can be generated to meet regulatory requirements and client needs. According to the vendor, Sesame provides alerting functionalities to notify users of important events or changes. It also helps users comply with relevant regulations, enables collaboration among team members, and allows for document management and storage. The platform can be customized to suit individual preferences and branding.