Entities

Within Entities, users can achieve all their entity management needs. This includes:

• Creating and updating entities, whether legal entities, portfolios or consolidations

• Mapping entities to portfolio codes received from custodians

• Define and assign benchmarks, client director, relationship manager, investment manager, investment risk profile and management basis (where relevant)

• Review all entities, their feeds, benchmarks and other metadata

For more information, users can visit the Entities page of the Sesame Knowledge Base.