Investment Reporting

How Sesame Revolutionises Reporting for Family Offices

How Sesame Revolutionises Reporting for FOs

As family portfolios become more complex and the data burden increases, family office staff are increasingly bogged down in spreadsheets and legacy systems that struggle to keep up. And as families become exposed to more and more sophisticated digital experiences across all areas of life, expectations of the service they receive from their family office is evolving rapidly.

Find out how family offices across the globe are using Sesame to transform their data and reporting workflows, freeing up time for them to deepen relationships with families and grow their business.

Take Command of Data

Families increasingly expect a rich flow of timely information at their fingertips. Meaning family offices need faster data outputs. But with asset information spread across disparate sources, putting it all together manually is no easy task.

Sesame consolidates, standardises, and enriches your data across banks and custodians, bringing your entire data ecosystem together, all in one place.

Sesame data quality graphic-png

Families also have incredibly diverse portfolios, and in recent years that diversification has only increased. Allocations to private equity and direct investments in real estate are growing. Then there’s ‘passion’ assets like yachts, watches, and art to think about, alongside traditional investments.

The proprietary PMS in Sesame gives you complete oversight of non-custodied financial and private assets, enabling you to easily submit and manage any changes in positions, transactions and valuations and gain a holistic view of wealth across the family portfolio.

A single source of truth for your data streamlines your reporting workflows, enabling you to respond quickly to ad hoc family requests and gives you the ability to create reports with powerful visuals that are easy to understand, so you can let accurate and timely data tell the story.

The full automation of data pipelines that Sesame provides, coupled with its ability to automatically identify and flag data anomalies, allows your team to spend less time cleaning data and more time focusing on growing your business and deepening your relationships with families.

At the heart of Sesame lies data security. It’s critical to family offices, which is why all our data storage centres and pipelines meet ISO standard.

When it comes to data security, Landytech have passed all our tests, and then some.

Simon Russell
CEO, Panthera Private Office


Analytics you can trust

On the journey to reclaiming your time, a scalable data ecosystem is just the start. To unlock the insights you need to make informed investment decisions and meet the reporting demands of families, you need a robust analytics engine you can trust. Sesame gives you the ability to draw on the high-level allocation and performance information families need to see on a regular basis, backed up by the granular detail you need to deep-dive in one-to-one meetings.

Sesame provides detailed yet easy to understand insights on the levels and sources of performance, along with sophisticated risk metrics on a wide range of factors. It also provides a detailed view of income and costs, so you can keep a close eye on cash flow and manager fees.

FO consolidated report - graphic

Sesame’s wide range of advanced risk and performance analytics is powered by native integrations with MSCI RiskMetrics and BarraOne, including different portfolio exposures, risk contributions, customisable scenario analyses, what-if simulations, liquidity analysis and performance attribution.

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 solution to meet our clients’ needs is key.

Paris-based Family Office


Reporting Redefined

PDF report - Report builder

Our intuitive report builder’s drag-and-drop functionality ensures that you don’t need any IT expertise or coding knowledge to create visually compelling branded reports, at scale, to meet the exacting demands of families.

With Sesame’s Report Builder, you can control every visual aspect of your reports at the click of a button, from the metrics included to the layout. You can even customise the headers and footers and the colour palette of your visuals, so you can reflect your company branding and marketing principles, giving families the consistent experience they expect.

Whether creating your own reports or having our expert professional service team assist you, you will have access to a scalable and customisable reporting solution, tailored to the exacting needs of your business.

And the best part is, once you're happy with a report template, you can save it alongside your favourite components and layouts, so you don’t have to build them all over again next time. You can even auto-schedule reports to batch send instead of sending them individually, saving you even more time.

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.

Simon Russell

CEO, Panthera Private Office

New call-to-action

Related Content

how_sesame_revolutionises_reporting_for_asset_managers
1 Jun 2022 | Investment Reporting

How Sesame Revolutionises Reporting for Asset Managers

To date, there has been reluctance from asset managers when it comes to fully digitalising their reporting processes. But as investor service expectations evolve in their pursuit of clearer insights, more risk metrics and visually compelling...

6_things_you_need_to_build_investment_reports_that_clients_love
13 May 2022 | Investment Reporting

6 things you need to build investment reports that clients love

When it comes to reporting, many firms still rely on outdated technology and legacy systems. Combining data from multiple sources and offline spreadsheets is an inefficient process that takes far too long, is highly prone to manual errors, and...

why_investment_reporting_needs_to_change
19 Apr 2022 | Investment Reporting

Why investment reporting needs to change

Many members of the investment management community, hesitant to act as early adopters, have resisted pressure to fully digitalise and automate reporting – so far. Firms often want to see that new technology has been implemented successfully at...

Related content

26 Jul 2022 | Blog

Top 5 Family Office Data Challenges in 2022
Access to real-time data has been a key driver behind family office investment in technology, but what are the the main data challenges they are facing?
Read blog arrow-read-more

12 Jul 2022 | Blog

The Top 10 Family Office Trends in 2022
In uncertain times for the economy, and with geopolitical tensions contributing to inflationary pressure and low expected returns, family offices now need to review their options with urgency if they want to create alpha, both operationally and from investments. 

Against this backdrop, what are the key strategic shifts for family offices in 2022?
Read blog arrow-read-more

8 Jul 2022 | Case Study

Why Panthera Private Office chose to partner with Landytech
In this video case study, hear from CEO of Panthera Private Office, Simon Russell, on the key reasons they decided to partner with Landytech.
Watch now arrow-read-more

30 Jun 2022 | Blog

How Sesame Revolutionises Reporting for Family Offices
Find out how family offices across the globe are using Sesame to transform their data and reporting workflows, freeing up time for them to deepen relationships with families and grow their business.
Read blog arrow-read-more

23 Jun 2022 | Whitepaper

Family offices in the digital age: Data and the reporting challenge
As portfolios become more complex and the data burden increases, family office staff are increasingly bogged down in spreadsheets and legacy systems that struggle to keep up.

How can family offices use digital solutions to reclaim their time, so they can focus on deepening relationships with families and growing their business?
Download now arrow-read-more

14 Jun 2022 | Live panel

Family Office Operations: How to stay ahead in the digital age
Family offices increasingly aspire to offer consolidated reporting as part of their offering, and families have come to expect it. Without the right technology, it’s an insurmountable task, meaning that performance, client experience and staff satisfaction can all suffer. So, how can family offices rise to the challenge and what are the options? 
Watch now arrow-read-more

26 May 2022 | Blog

Intergenerational wealth transfer: How can multi-family offices futureproof their client base
Intergenerational wealth transfer is one of the main causes of client attrition, as clients pass and beneficiaries take their assets elsewhere. How can technology help multi-family offices deepen relationships with future generations.
Read blog arrow-read-more

13 May 2022 | Blog

6 things you need to build investment reports that clients love

Investors now expect on-demand, granular reporting, and legacy processes are straining under the pressure.

Through conversations with asset and private wealth managers our Client Operations Director, Kathleen Henrick, has identified six key requirements for creating investment reports that clients love.

Read on to find out what they are

Read blog arrow-read-more

4 May 2022 | Guide

10 things to avoid when choosing an investment reporting provider

Selecting a digital solution for data consolidation and investment reporting is a big decision, one many asset and private wealth managers cannot afford to get wrong. It can be hard to know where to start when assessing a provider, and there are many pitfalls.

Discover the 10 key things to avoid when choosing an investment reporting solution.

Download now arrow-read-more

17 Mar 2022 | Blog

Sesame Data: A one-stop-shop for your custodial data
Sesame Data takes on the most intensive parts of the data management process, without the need for a costly server-based system, increasing the quality of your data, streamlining internal processes, and empowering your team to focus on the high-value client interactions that fuel growth.  
Read blog arrow-read-more

1 Mar 2022 | Blog

5 reasons you need a wealth management API

As fast, sophisticated data management becomes business critical, what are the benefits data APIs can offer your organisation?

Read blog arrow-read-more

15 Feb 2022 | Blog

Cloud-based investment management software: 5 reasons you can’t afford anything else  

In a world of rising client, regulator and staff expectations, portfolio and risk management capabilities quickly become outdated. Cloud-based platforms offer the solution.

Read blog arrow-read-more

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 arrow-read-more

13 Dec 2021 | Blog

Data enrichment: Helping family offices make informed decisions

Enrichment is an important element of the consolidated reporting process. This is because it adds colour and granularity to the raw data that the family office sources from its custodians and stores in its database. It does this by appending to the raw data descriptive metadata from secondary sources. So, what should your family office know about enrichment?

Read blog arrow-read-more

11 Dec 2021 | Blog

Data transformation & storage: 4 key considerations for family offices

For downstream reporting, disparate information needs to be transformed into a single standardised schema, which can be processed systematically. And once the data is harmonised, it has to be stored – in a database. Discover the four key database considerations for family offices.

Read blog arrow-read-more

9 Dec 2021 | Blog

Data sourcing challenges: what is the best option for family offices?

Effective data sourcing is the starting point for the journey towards consolidated reporting, but it’s difficult to achieve. Family offices typically manage complex, multi-asset-class portfolios, with fragmented data sources that comprise disparate, non-standardised data sets. How can these data sourcing challenges be overcome?

Read blog arrow-read-more