Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Robo Advisor serves as a modern investment tool that provides clients with tailored investment opportunities aligned with their individual risk tolerance and financial aspirations. Ideal for those desiring immediate digital assistance, it presents a budget-friendly investment platform specifically designed for low-net-worth individuals. This comprehensive wealth management solution is accessible to a broad audience through financial institutions. By employing sophisticated AI algorithms, it thoroughly evaluates a client's assets, liabilities, risk profiles, and investment objectives. The platform is user-friendly, catering to passive investors with its straightforward interface and real-time net asset value (NAV) updates. Furthermore, Robo Advisor harnesses advanced algorithms and reliable research to effectively align investment strategies with the user's short, medium, or long-term financial goals. It offers customized investment approaches as an economical substitute for traditional financial advisors, enabling users to engage in various goal-oriented strategies while maintaining control and the ability to rebalance their investments across different asset classes. With these features, Robo Advisor not only simplifies the investment process but also empowers users to take charge of their financial futures.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Landytech
Founded
2018
Country
United Kingdom
Website
www.landytech.com/product
Vendor Details
Company Name
Tradesocio
Country
Singapore
Website
www.tradesocio.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Algorithmic Trading
2-Click Trading
No
Analyst on Demand
No
Auto Fibs
No
Auto Trend Lines
No
Backtesting
No
Basket Trading
No
Drawing Tools
No
Pattern Tools
No
Stock Screener
No
Trading From Charts
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No