Spend more time building investment value, not spreadsheets

Yes. Sesame is built to support the full range of assets our clients typically hold on one platform — public markets, private equity, real estate, hedge funds, and direct investments — whether you are a family office, trust company, private bank, or asset manager. It consolidates data from multiple sources and supports document-based inputs, giving you a complete, structured view of the portfolio in one place.

Yes. Sesame is designed for multi-entity structures common across family offices, trust and fiduciary businesses, and institutional wealth managers. You can model and report across different legal entities, with full look-through to understand exposures at both entity and consolidated levels.

Sesame replaces fragmented spreadsheets with a centralised data layer and automated reporting. That lets you produce consistent, accurate reports across assets and entities, with flexible analysis and far less manual consolidation — whether reports go to principals, boards, regulators, or end clients.

You retain full control over your data within the platform. Sesame is built to institutional security standards, including ISO 27001 and SOC 2 certification. Each client’s data is stored in a fully physically isolated database, ensuring strict separation and enhanced protection. Granular user permissions and full audit trails let you control access and maintain visibility over data usage.

Implementation timelines depend on portfolio and organisational complexity, but many clients are onboarded in around three months. Early value usually comes from core custodial connections, Doc AI for private fund documents, and assisted entry for non-custodied assets, with further efficiency gains as more connections and use cases go live.

Teams typically need a mix of consolidation, automation, and analytics — not another siloed tool. The shift is towards platforms that bring custodial and private-market data together, automate reporting, and support real-time insight across entities and client structures. Some organisations pair a traditional PMS with a consolidation layer; many prefer a single platform like Sesame to aggregate data from multiple providers and deliver one authoritative view for investment and client reporting.

We’ll use the time to understand your context (entities, assets, reporting needs), then walk through how Sesame fits — usually consolidation, analytics, reporting, and security at a level that matches your team. It’s a working conversation, not a slide deck; you can invite whoever needs to see the platform. There’s no obligation to proceed.