COLLABORATION

Transform the way you work

Illuminate the full context around your investments so your team can work from a single source of truth containing all your business-critical information.

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DIRECTORY

Keep records of the critical contacts and companies you work with

Easily retrieve up-to-date information on your most important contacts including notes from previous interactions and ongoing tasks.

  • A simple way to manage the complex matrix of people you work with
  • Keep track of all meetings, phone calls, files and notes
  • Assign tasks to Sesame users and link them directly to contacts and companies
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PRODUCTIVITY TOOL

Plan, manage and collaborate on all your work in one place

Stay organised and collaborate more effectively with tasks and notes.

  • Assign tasks to you and your colleagues and track their progress
  • Stay organised and provide your team with critical contextual information with tasks and notes
  • Link notes and tasks to any asset, portfolio, document and more within Sesame
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DOCUMENT

Securely store, organise and share all your files including reports, statements and important documentation.

Keep all your documents organised, secure and easily accessible.

  • Use customised tags to sort and filter all your documents
  • Collaborate on documents with assigned tasks and create workflows with in-app notifications
  • Drag and drop your documents to instantly upload

Resources

Insights to help you transform the way your team works

 

Blog

The Top 10 Family Office Trends in 2024
In a less than certain world, it is not just economic headwinds family offices are having to contend with. Discover the top 10 trends shaping the agenda for family offices in 2024.
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Blog

Sesame 3.0: Welcome to the future of investment management

The launch of Sesame 3.0 marks a fundamental shift, making Sesame your command centre for investment management. It’s better connected than ever, with a revolutionary new reporting tool and a completely new way for you to drive collaboration across your team. Discover the capabilities that have made us so excited to announce Sesame 3.0.

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Guide

Family Office Tech Provider Checklist
Explore the key attributes you need to identify in a tech platform for your family office. 
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