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.

$30bn+
Under reporting
125+
Managed feeds
3500+
Open banking feeds
Capabilities
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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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

What we do
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Data consolidation
Bringing together automated data feeds from your PMS, custodians, prime brokers and banks onto a single platform.

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

Data stored across multiple spreadsheets

Reporting on private assets

Limited overview of portfolio risk

Manual client and regulatory reporting processes

Consolidating data from multiple sources

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

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

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.

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.

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

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"

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.

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.
