The all-in-one platform for managing multi-asset portfolios
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Ask. Understand. Take action.
aLi acts as your AI analyst, querying data, processing private fund documents, and generating charts and insights in seconds.
- "Which holdings contributed most to returns this month? "
- "Show me performance across all portfolios broken down by sector and geography "
- "Where do we have overlapping exposures across portfolios and entities? "
Query
What was our monthly performance last quarter?
Result
Query
What are our largest single issuer exposures?
Result
- Microsoft: 4.5%
- Amazon: 3.9%
- Alphabet: 3.6%
Query
What are our largest sector exposures?
Result
Query
What was our monthly performance last quarter?
Result
Query
What are our largest single issuer exposures?
Result
- Microsoft: 4.5%
- Amazon: 3.9%
- Alphabet: 3.6%
Query
What are our largest sector exposures?
Result
Query
What was our monthly performance last quarter?
Result
Query
What are our largest single issuer exposures?
Result
- Microsoft: 4.5%
- Amazon: 3.9%
- Alphabet: 3.6%
Query
What are our largest sector exposures?
Result
What you can do today
Outcome: less manual effort, quicker answers when you need them.
Understand performance and drivers
Answer ad hoc performance questions without building reports
Identify changes and exposures
Understand shifts in holdings and concentrations without manual compilation
Analyse across portfolios and entities
Answer complex portfolio questions in a single conversation
Drill into follow-up questions
Continue the conversation in one thread
What aLi will become
aLi will be an embedded AI layer across Sesame — one that can take on more of the work.
Today
Next
Outcome: Let aLi handle the heavy lifting with documents processed, reports built and rules generated
Sesame One
aLi • Embedded in Sesame One
aLi • Embedded in Sesame One
aLi • Embedded in Sesame One
Embedded directly in Sesame One
Built natively into the platform
aLi is embedded directly into your Sesame account to ensure it:
Works with your data
Only queries data in your isolated database
Respects permissions
Users can only query data they have access to
Provides traceable outputs
Data in answers is referenceable and explainable
A shift in how work gets done in Sesame
Today: direct answers to queries
Next: support across multiple workflows
aLi is your AI agent for analysing portfolio data, processing fund documents, and generating reports in Sesame
