REPORTING

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 creating and delivering reports to stakeholders and beneficiaries

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 dashboard links or reports via email or mobile app. Create delivery schedules for reports to be sent to stakeholders on a regular basis

An analysis and modelling tool built on a foundation of integrated data powered by  Sesame:

• Automatically connected to your Sesame data and analytics
• Model and analyse your entire portfolio with unmatched control and flexibility
• Common use cases include: cash flow forecasts, portfolio analysis and more