Sesame One by Landytech is a comprehensive platform designed to give full control over multi-asset portfolios. It resolves data aggregation, analytical, and reporting challenges to inform decision-making and streamline operations. With enterprise-grade security and intuitive tools, Sesame One empowers investment professionals to manage complex portfolios efficiently and securely.

Features

• Data Aggregation: Securely stores all portfolio data in one place with automatic feeds from banks and custodians, plus AI-powered tools for uploading private and alternative asset data.
• Analytics: Institutional-grade analytics deliver actionable insights into performance, risk, and exposure, even for the most complex portfolios.
• Reporting: Build, schedule, and distribute automated investment reports tailored to team and stakeholder needs.
• Monitoring: Real-time portfolio alerts enable swift action and proactive risk management.
• Collaboration Tools: Centralized document storage, task management, and contact directories support streamlined workflows.
• Security: ISO 27001 certified and SOC 2 compliant infrastructure with physically isolated databases and granular role-based access controls.

Benefits

• Efficiency: Reduces reporting time significantly (e.g., from 3 days to 3 hours per month).
• Customization: Offers white-labeled, branded reporting tailored to each client’s needs.
• Scalability: Supports growth strategies for family offices and asset managers with evolving software.
• Risk Mitigation: Enhances risk infrastructure and operational efficiency across asset classes.
• Client Satisfaction: Enables better client relationships through consolidated wealth reporting and proactive portfolio management.