The complete investment data aggregation, analytics and reporting platform
Eliminate the frustrating manual workflows related to extracting text from PDFs and other documents, so you can spend more time on portfolio analysis and mission-critical activities
Effortlessly source documents and PDFs through email forwarding or bulk upload. Allow AI to automatically extract critical data from your documents to save you time.
Eliminate the risks associated with manually inputting data for your alternative investments and non-custodied assets, whilst leveraging a review step to assess changes before they are submitted
Doc AI sits alongside 500+ managed custodian feeds, 10,000+ connections to banks through Open Banking, and intuitive tools for real assets, to ensure that Sesame acts as your single source of truth, whilst bringing even more efficiency to your operations.
Any document you upload to Sesame, is securely stored with a link to its related asset and portfolio with no need for external storage.
Access our extensive Knowledge Base and Academy to learn more about how to make the most of Doc AI. Talk to members of our support team, that know the tool inside out, and will have expert answers ready for you.
Sesame’s Doc AI uses industry-leading security practices to keep your data safe. Landytech has achieved ISO 27001 status and an independent cyber security firm audits Landytech every year to ensure we continue to meet these high standards.
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