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
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Resources

Insights to help you transform the way your team works

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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

5 ways to improve productivity in your family office

Discover the 5 ways family offices can leverage technology to boost productivity and keep on track to achieve their long-term objectives.

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WHITEPAPER

Family Office Technology Playbook

The way family offices manage investments needs a modern update. Discover how your family office can use technology to create a more data-driven approach to investment management.