REPORT BUILDER PUBLISHER
Build beautiful reports in minutes and share them via live dashboards or automated scheduling.
Turn your investment data into insightful and visually compelling reports with drag-and-drop functionality.
- Use pre-configured components to save you time and customise reports to your unique needs
- Send reports that match your branding by using your own logo, colours and fonts
- The perfect tool for newsletters, factsheets and full consolidated reports
REPORT BUILDER GRID
Seamlessly integrate your existing spreadsheets and create custom populated spreadsheet reports in minutes.
A complete tool for creating workbooks from scratch and automating your favourite existing spreadsheet reports:
- Instantly connect to Sesame’s data warehouse and analytics engine
- Keep all your existing formatting, formulas and conditional formatting
- Interact with your spreadsheets natively in Sesame or schedule them to run at any frequency
- Bring any spreadsheet to life, whether reports, analysis or reconciliation-focused
REPORT CENTRE
Empower your team to build, schedule and access all your reports in one place
Bring all your reporting tools under one roof:
- Explore our library of pre-built report templates for a quick start or inspiration
- Get instant access to the reports you’ve marked as favourites
- Share dashboards via email and create delivery schedules for reports to be sent to stakeholders on a regular basis
More powerful features at your fingertips
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Resources
Insights to help you build your own beautiful reports
Blog
The Sesame Data Developer Portal has landed
The Sesame Data Developer Portal empowers developers with API tools and documentation to streamline integration and create data-driven business processes quickly.
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.
Case Study
How a London-based multi-family office saved days each month on reporting with Landytech
Discover how a London-based multi-family office upgraded from an Excel-based ledger system to Sesame, saving days each month on data consolidation and reporting that could be reallocated to business growth initiatives.