Investment reporting technology

Empowering the Modern Investor

Sesame is a data platform providing risk management and enhanced investment performance analytics, automated and consolidated reporting.

investment reporting technology

75+

Staff

$30bn+

Under reporting

125+

Managed feeds

3500+

Open banking

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)

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)

Common challenges

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“We are running tons of Excel spreadsheets

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“We have no solution for private assets

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“I don’t understand the risk in my portfolio

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“Our reporting processes are highly manual

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Sourcing data from multiple places is painful

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“We struggle to make timely informed decisions

Our solutions

For Asset Managers
FOR ASSET MANAGERS

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

For Family Offices
FOR FAMILY OFFICES

Automate sourcing of all investment data, consolidate positions and efficiently monitor performance with on-demand visualisations and custom reporting

For Fiduciaries
FOR FIDUCIARIES

Automate trust administration, remove manual processes and improve efficiencies with a single view dashboard for monitoring total book of business

Testimonials

Ever since we started Tellworth, Landy 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

“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

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

"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

"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

Recognition

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Resources

12 Apr 2022 | Whitepaper

Trusts and Technology: Private Wealth Management in the Digital Age

The competitive landscape is changing quickly for fiduciaries. Clients now expect a rich flow of timely information at their fingertips, and industry consolidation continues apace.

Automating trust administration is the answer. But the way many fiduciaries manage their data and reporting processes today is hindering their attempts at full digital transformation.

Download now

23 Mar 2022 | WHITEPAPER

Risk management: What do allocators expect?

An in-depth guide to risk management featuring insights from asset management and due diligence professionals.

Download now

4 Jan 2022 | WHITEPAPER

How can family offices overcome the data management challenge?

Family offices increasingly aspire to deliver comprehensive, accurate and timely consolidated reports to families, and ultra-high-net-worth families have increasingly come to expect it. But to provide high-quality consolidated reporting, firms first need to navigate a host of complex data challenges.

Download now

Join the team

At Landytech we’re looking to add to our growing team. We’re on the lookout for individuals with ambition and a desire to do more. If you’re looking for a new challenge in a collaborative environment with responsibility from day one, click below to find out more.

Careers

 

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