Your next-gen structured products and research platform
Open is a cloud-based platform developed by Sesame Financial Group to support the needs of their structurers and relationship managers. Sesame has made it available to all in order to promote a user-friendly investment experience to all professional wealth managers.
Truly
Yours
Advanced white-label options ready to be deployed instantaneously for the whole suite of tools
The Open web-platform can be branded with your own colors, logo, reports, and can easily be implemented on a custom-made URL, for you, your team and your clients.
We want you to take ownership of Open, so you can always count on our passionate team to be at your side to develop new features tailored to your needs.
Research Portal
Get access to the rich content of Sesame’s Research
You’ll find all our notes, thematic portfolios, technical insights, company updates, monthly reports, AMC details, and much more.
Pricing and launching new investments has never been so easy
Open is featuring a groundbreaking user-friendly pricer, with stock screening functions, as well as instant price discovery from most major issuers.
A "Trade" option is available to easily launch your investment and keep a best execution audit trail.
Price & Trade
Monitoring
Comprehensive product screening and monitoring
Open will help you keep an eye on you product portfolio, with a dedicated event monitoring section, and several sorting options to screen events, price movements, capital protection breach, ... Create collaborative sub-portofolios, browse through product details, and generate automatic reports.
Reporting
Generate on demand
factsheets and reports
Generate instant marketing documentation for the new products you want to launch, or for your existing products. You can choose between your own corporate identity or Sesame’s. Our documentation has been thoughtfully designed to present your clients with the clearest, most complete and most up-to-date information, in association with the official legal documentation of the product provided by the issuers.
AMC & Trackers
Special section dedicated to all your AMCs and Trackers.
Sesame delivers quality reports on all its AMCs on a monthly basis, accessible on Open, with a market commentary and analysis on all movers.
For all your other Trackers and AMCs, or should you need to show a live report with up-to-date market data, Open allows you to see all your Delta 1 positions with all their specific metrics (volatility, sharpe ratio, performance vs. benchmark, movers, weights, live segmentations for currencies, countries, sub-sectors, ...)
Live stock screening, through fundamental and quantitative criteria.
Create your own screenings and browse among countries, sectors and sub-sectors to pick the stocks that suit you best.
Sort your results, chose your criteria (fundamentals or quantitative), save them and easily retrieve your screenings whenever you need. Export features allow you easily share the results with colleagues and clients.
Screening
