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Trust companies are under more pressure than ever. Industry consolidation continues apace, competition for business has never been fiercer, and client investment data volumes are mushrooming. If handled manually, meeting that demand requires more staff, more time, and more cost, squeezing margins from every direction.
Forward-thinking trust companies are turning to Sesame Data: Landytech's modular, API-first wealth data platform designed to transform the workflows that underpin a trust company's operations and client experience. It addresses three interconnected challenges that define the modern trust company's growth agenda: bookkeeping automation, investment monitoring and reporting at scale, and dynamic family office services.
Bookkeeping automation: Eliminating the manual data trap
For most trust companies, bookkeeping begins the same way it did decades ago: a contract note arrives, and an administrator manually keys data into the system. It is timely, expensive, and as portfolios grow more complex, increasingly untenable.
The problems compound quickly. Staff spend hours on repetitive data entry instead of higher-value analysis. Bottlenecks emerge at the end of reporting cycles and during tax season. Manual processes create key-person risk, where only a handful of staff understand procedures built up over time. And crucially, manual bookkeeping does not scale. After winning new clients, firms typically must hire additional administrators, effectively eroding the profit gained from growth.
Sesame Data changes all of this. It automatically connects to custodians, banks, and investment managers across more than 500 active global connections, delivering a single feed of clean, standardised, rigorously validated transaction data directly into a trust company's ERP or administration system via API. Direct integrations with leading trust administration platforms, including Quantios and PlainSail, ensure a seamless fit with existing workflows.
The results speak for themselves: trust companies using Sesame Data can automate up to 80% of transaction postings and reduce time spent on bookkeeping by as much as 70%.
"Landytech has provided the data foundation to transform how we work. It's delivered efficiency through automation, freeing our team to focus on higher-value tasks." James Wetherall, Affinity Trust Limited
Investment monitoring and reporting at scale: Near-real-time oversight for every client
Many trust companies still wait up to eight weeks after quarter-end for client reports, relying on a fragmented stream of data from spreadsheets, banking portals, and PDFs. During periods of market volatility, when clients most need clarity, these delays leave fiduciaries unable to respond with speed or confidence.
The consequences are serious. Lagging data increases the risk of investment policy statement (IPS) breaches going unnoticed, and when they are eventually flagged, the window to rectify them quickly may have already closed.
Sesame Data resolves this through its Templated Reporting module, which sources data on a T+1 basis. Trust companies always have a near-real-time view of client portfolios, enabling investment monitoring reports to be produced on demand or immediately after quarter-end, with no manual effort and no delays. The platform's automated alerts system flags IPS breaches as they occur, enabling trust companies to act before issues escalate.
Because reporting is automated and templated, teams can service significantly more clients without increasing headcount, building a scalable, high-quality reporting service that grows with the business.
"We've cut reporting time from roughly 3 days to 3 hours per month." France-based Family Office Advisor
Family office services through dynamic and interactive reporting: Deepening relationships at the highest level
Bookkeeping and investment monitoring solve operational challenges. But for trust companies serving family office clients, the competitive battleground is the quality of the client relationship itself. That means going beyond standardised portfolio summaries to deliver reporting that is genuinely personalised, insightful, and interactive.
Sesame Data's Premium Reporting module enables fully customisable, white-labelled reports built around each family's specific wealth structure. Interactive analytics give advisors the ability to generate on-demand insights across a complete consolidated wealth picture, spanning traditional assets and alternatives, multi-currency portfolios, and complex multi-entity structures. This transforms client meetings from static reporting exercises into dynamic, data-driven conversations.
Accuro, a leading trust and private office company, is a compelling example. Faced with growing demand for detailed consolidated reports across diverse portfolios, including real estate, private equity, and financial investments, Accuro was relying on a manual, spreadsheet-driven process. After implementing Sesame, they cut report preparation time by 80% and delivered richer, more tailored client reporting as a result.
"Engagement with clients has become richer. Sesame has given us the tools to work smarter and more holistically." Head of Client Accounting and Family Office, Accuro
The future is automated, scalable, and client-centred
The trust companies that will thrive are those that find operational efficiency, build scalable servicing models, and cement their position through an exceptional client experience. Sesame Data delivers all three through a modular, API-first architecture that integrates with existing systems without the complexity of a rip-and-replace approach.
The question is no longer whether trust bookkeeping and investment reporting will be automated. It is whether your firm will lead that transition or be left behind by those that do.
Book a demo | Calculate your bookkeeping savings
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