REPORTING

Save your team hours with one powerful reporting tool

The only tool you will ever need for building, scheduling and distributing reports, natively connected to your Sesame data and analytics.

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REPORT BUILDER PUBLISHER

Build beautiful reports in minutes and share them via live dashboards or automated scheduling

Build beautiful reports in minutes and share them via live dashboards or automated scheduling.

  • 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
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REPORT BUILDER GRID

Seamlessly integrate your existing spreadsheet models

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
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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
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“Sesame has allowed our team to understand in-depth portfolios’ risk and performance by security, industry and numerous other factors. The analytical engine of the software is very robust, yet the product is easy to use.”

Kepler Liquid Strategies

Security

Insights to help you build your own beautiful reports

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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.

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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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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.