Solution

Sesame© is a managed solution designed to automate investment reporting and non-core activities so that clients can focus on what they do best. We take responsibility for establishing data pipelines and we access your positions and transactions on your behalf. We also look after the maintenance of these pipelines. We make no compromise on security and everything we develop is designed using security as our guiding principle.

Our expertise

For Asset Managers

Automate reporting and save cost on compliance, risk and marketing, while accessing best practice risk analytics powered by Riskmetrics

For Family Offices

Consolidate your positions and efficiently monitor performance, asset allocation, fees, risks including private and complex assets

For Fiduciaries

Monitor your clients’ portfolios and continuously review investment managers. Build dashboards, investment policy statements and client reports

Our expertise

For Asset Managers

Automate reporting and save cost on compliance, risk and marketing, while accessing best practice risk analytics powered by Riskmetrics

For Family Offices

Consolidate your positions and efficiently monitor performance, asset allocation, fees, risks including private and complex assets

For Fiduciaries

Monitor your clients’ portfolios and continuously review investment managers. Build dashboards, investment policy statements and client reports