Investment Reporting Technology

Empowering the Modern Investor

Sesame is a platform providing data consolidation, robust performance and risk analytics and automated reporting to asset and private wealth managers.

Risk-manage-banner

$30bn+

Under reporting

125+

Managed feeds

3500+

Open banking feeds

Capabilities

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source_icon Source
Consolidate_icon Consolidate
Analyse_icon Analyse
Report_icon Report
Alert_icon Alert
Collaborate_icon Collaborate
Document_icon Document
Customise_icon Customise
Comply_icon Comply
Risk Manage_icon Risk Manage
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot
Managed Feeds

Fully managed connections to your banks & custodians with regular positions & transactions

PMS

Portfolio Management System to edit any position & transaction. Full control of private investments.

Open Banking

Cash accounts from 3500+ banks

Doc Drop

Al-enhanced document parsing (coming soon)

Source-screenshot

What we do

Consolidate_v03
Data consolidation

Bringing together automated data feeds from your PMS, custodians, prime brokers and banks onto a single platform.

porfolio_analytics-80x80px
Portfolio analytics

A complete multi-asset class performance and risk analytics solution powered by MSCI BarraOne and RiskMetrics, covering all liquid and illiquid assets.

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Automated reporting

Automate client and regulatory reporting with customisable and templated reports using your own branding.

Challenges we solve

Running Excel spreadsheet

Data stored across multiple spreadsheets

icon-02

 Reporting on private assets

Portfolio risk

Limited overview of portfolio risk

Manual reporting processes

Manual client and regulatory reporting processes

Data sourcing

Consolidating data from multiple sources

icon-03-navy

Making timely and informed decisions

Who we serve

Asset Managers

Automate reporting and save cost on compliance, risk and marketing, while accessing best practice risk analytics powered by Riskmetrics and BarraOne

asset-managers

Family Offices

Consolidate your positions and efficiently monitor performance, asset allocation, fees, risks including private and complex assets

Family Offices

Fiduciaries

Monitor your clients’ portfolios and continuously review investment managers. Build dashboards, investment policy statements and client reports

For Fiduciaries

What our clients say

Brooklands_logo

Brooklands have been using Landytech extensively for both Risk and Compliance. We have been very impressed with the service that has been provided and also the accuracy of the data quality. The platform has been very useful to monitor risk for all of our funds at a click of a button. The ability to carry out various stress testing (including Covid scenarios) has been very useful to our clients. Finally, the reporting tool has been very important to us and this serves multiple purposes, for example using it for our monthly fund factsheets or for best execution monitoring on the compliance side.

Brooklands Fund Management
Panthera Private Office logo

Each family’s got to look at that reporting system and feel that it is theirs. It needs to be the right colour, it needs to be branded, it needs to be white-labelled, it needs to look like it's come from our office. It unsettles a family if the output is a different colour or from a different source to everything else. Landytech have mastered that well for us. For reporting to evolve, you need to work with a dynamic team growing their business with the same enthusiasm as yours so the two grow together. Landytech tick those boxes.

Panthera Private Office
tellworth_logo

Ever since we started Tellworth, Landytech have been a business essential service for us. They have proved to be flexible, responsive, commercial and understanding of our changing needs as we grow the business. This year with the challenges we have all faced that have really stepped up; helping us to look at risk and exposures in new ways and enabling better client relationships in the process

Tellworth Investments
testimonial_family-offices

Landytech has developed a unique tool and solution for Family Offices. Sesame allows us to monitor a wide range of assets (traditional and alternatives), multi-currencies reports, a depth of data accessible in an organized manner.

The asset aggregation and performance monitoring solution developed by Landytech also stands out for the high availability, deep financial knowledge and consistent expertise of its team. Their scalable support to meet our clients' needs is key"

Paris-based Multi Family Office
Kepler_logo

My thanks to Gregory, Nathan and the Team for their professionalism, integrity, transparency and attention to detail to the interests of our company. And for continuing to provide Kepler Partners LLP with an outstanding service during a very challenging pandemic period. Their solution – Sesame – has allowed our team to understand in-depth portfolios’ risk and performance by security and industry (and numerous other factors). The analytical engine of the software is very robust, yet the product is easy to use. Landytech’s proactive efforts to manage risk, attention to detail, and responsiveness to new matters is unsurpassed.

Kepler Liquid Strategies
testimonial_family-offices

We use Landytech for two family office structures. Following an impressive demonstration of Landytech’s offering, we asked them to pitch alongside a reputable competitor. The decision to choose Landytech was unanimous. Their offering was far superior in terms of functionality, ease of use and presentation. During the course of our relationship, Landytech have delivered exactly what they promised and more. I cannot speak highly enough of both the platform and the team.

FB Family Office
logos-transparent awards

 

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