IBOR
Investment book of record
The repository for all of your investment data, from any data source.
The family office platform for
Everything your family office runs on, finally in one place. Investment, corporate and accounting records, together in one secure environment, ready for AI, and built for long term wealth stewardship and better-informed investment decisions.
What's new in 4.0
A new look for Sesame One
Surfacing the information that matters most to you
Refreshed UI and page layouts put what matters most up front, so you spend less time moving between views and building custom reports. Dark mode included.
Report Publisher 2.0
Quickly build reports in an AI-powered tool
Build, edit and publish reports yourself, whenever you need them. A simpler interface, changes in a few clicks, and the ability to build reports from AI prompts.
AI-powered accounting
Generate your general ledger in a fraction of the time
AI helps configure your chart of accounts and journal entry rules, turning portfolio activity in Sesame straight into a general ledger, ready to export to your existing accounting system.
Doc AI
Keep your consolidation complete with agentic AI statement processing
Where feeds are not available, upload bank statements and private fund documents whenever they arrive, single files or entire batches. AI agents scan, extract and post each one straight into your system of record, based on mapping rules you set.
aLi, your AI assistant in Sesame One
Stop digging for answers. Start asking aLi.
Ask a question in plain language and get an answer, a chart, or a short report in seconds. Query your entire system of record, in an isolated model where your data never leaves the platform.