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Description
Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.
Description
Sesame, created by Landytech, serves as a comprehensive investment management platform tailored for asset owners, managers, and advisors, offering them a suite of tools for effective data consolidation, analysis, and reporting. This platform allows users to gather data seamlessly from various custodians and asset classes, including intricate financial instruments, thus providing a cohesive overview of their investment portfolios. With its institutional-grade analytics, Sesame empowers users to evaluate performance, risk, and exposure, which supports more informed decision-making in investments. The platform's report builder features a user-friendly drag-and-drop interface that aids in producing visually appealing and customizable reports, which can be automated and scheduled for efficiency. Furthermore, Sesame incorporates monitoring features that allow users to set up personalized alerts for compliance violations and other significant occurrences, thereby reinforcing proactive risk management strategies. To enhance collaboration, the platform offers tools like task management and centralized document storage, which streamline operational workflows and boost overall productivity. By integrating these features, Sesame not only simplifies the investment management process but also helps users stay ahead in the ever-evolving financial landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$600 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Captools
Country
United States
Website
www.captools.com
Vendor Details
Company Name
Landytech
Founded
2018
Country
United Kingdom
Website
www.landytech.com/product
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management