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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Swimbird has created an innovative cloud-native SaaS platform known as SWIP, which consolidates and integrates portfolio data from various sources to enhance portfolio management, analysis, and reporting. This platform offers real-time aggregation and visualization capabilities for a wide range of financial instruments, including both assets and liabilities, as well as listed and OTC options, private equity, alternatives, commercial real estate, and private assets. SWIP is built on top-tier technology and can be customized to meet the specific needs of different businesses, allowing it to either integrate smoothly into existing IT systems or function independently. With its comprehensive, interactive dashboard, SWIP equips banks, asset managers, family offices, investment firms, and private equity or venture capital companies with tools for flexible reporting, performance and risk analysis, and asset allocation across diverse categories. Additionally, it ensures robust data management through features like record-keeping and complete audit trails, thereby enhancing transparency and accountability in financial operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
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

Landytech

Founded

2018

Country

United Kingdom

Website

www.landytech.com/product

Vendor Details

Company Name

Swimbird

Founded

2018

Country

Sweden

Website

www.swimbird.com

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

Alternatives

Alternatives

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