SIMON

SIMON

SIMON Markets
+
+

Related Products

  • Dynamo Software
    62 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Sharesight
    500 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Blockdaemon
    2 Ratings
    Visit Website
  • D&B Risk Analytics
    69 Ratings
    Visit Website
  • Cynet All-in-One Cybersecurity Platform
    388 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    21 Ratings
    Visit Website
  • Kryptos
    23 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website

About

Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity.

About

Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage their data consolidation, performance analytics, and automated reporting operations

Audience

Digital wealth management experience solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Landytech
Founded: 2018
United Kingdom
www.landytech.com/product

Company Information

SIMON Markets
Founded: 2018
United States
www.simon.io/solutions/

Alternatives

Alternatives

enVisual360

enVisual360

enSynergy Professional Services
PriceMetrix

PriceMetrix

McKinsey & Company
Fusion Invest

Fusion Invest

Finastra
Summit

Summit

Summit Wealth Systems
Allvue

Allvue

Allvue Systems
SOLIAM

SOLIAM

VERMEG

Categories

Categories

Integrations

Regal

Integrations

Regal
Claim Landytech Sesame and update features and information
Claim Landytech Sesame and update features and information
Claim SIMON and update features and information
Claim SIMON and update features and information