Sesame Data: Modular wealth data infrastructure that works with your existing stack

For trust companies and private banks, trusted advice depends on trusted data. 

Clients expect their advisors to answer complex questions quickly and confidently – from portfolio performance to exposure analysis and reporting. At the same time, operational teams must manage growing complexity across custodians, asset classes, structures, and reporting requirements. 

Too often, firms find themselves spending significant time collecting, cleaning, and consolidating data, rather than focusing on delivering insight and value to clients. 

With Sesame Data, Landytech introduces a modular solution designed to help trust companies and private banks operate more efficiently while strengthening their role as trusted advisors. 

Sesame Data is built around four standalone modules – Custodial Data, Analytics API, Templated Reporting, and Premium Reporting. 

Each module solves a specific operational or client–-facing challenge and can be adopted independently or in any combination, depending on where firms want to drive the greatest impact.

Custodial Data: Receive clean, standardised data from multiple custodians

Producing accounting statements or investment reporting with data from multiple custodians often means dealing with different data formats, inconsistent classifications, and fragmented information. 

The Sesame Data Custodial Data module solves this challenge by delivering sourced, clean, and standardised portfolio data from custodians, creating a reliable data foundation for institutions. 

This data can then be used across a range of downstream applications, including:

• analytics platforms

• reporting systems

• dashboards and client portals
  

Importantly, custodial data can also be used to deliver transaction data for bookkeeping automation, helping trust companies streamline operational processes and reduce manual reconciliation work. 

By ensuring that wealth data is consistently structured and reconciled from the outset, firms can significantly reduce operational costs and the risk of human error.

Analytics API: Investment analytics delivered directly into your existing systems

Many wealth institutions rely on multiple systems to support their teams and clients – from internal dashboards to client portals and reporting platforms. 

Ensuring that analytics remain consistent across all these environments can be challenging, particularly when calculations are duplicated across systems that sit across different arms of the business or booking centres. 

The Sesame Data Analytics API allows institutions to deliver clean, consistent, multi–asset analytics directly into their existing systems and client portals. 

Rather than rebuilding analytics infrastructure internally, firms can integrate robust portfolio analytics into the tools they already use. 

This ensures that every system drawing on these analytics – whether internal or client–facing – is powered by the same methodology and calculations, improving accuracy and alignment across the organisation. 

The result is a consistent analytical foundation that supports both internal decision–making and client communication.

Templated Reporting: Efficient, high–quality reporting at scale

Client reporting remains one of the most operationally demanding processes for many trust companies and private banks. 

At the same time, many reports still resemble accounting statements, with limited visualisation, fragmented multi-asset analysis, and little incorporation of liabilities, making it harder to deliver clear and actionable insight to clients. 

Reports must be accurate, professionally presented, and consistent across clients, often requiring substantial manual effort to prepare and validate. 

The Templated Reporting module allows firms to generate high-quality, standardised reports efficiently and at scale. 

Using configurable templates built on consistent analytics and data structures, teams can produce recurring client reports more quickly while improving clarity through more intuitive charts, holistic asset views, and a more complete representation of wealth. 

By reducing manual report production, organisations can free operational teams from repetitive tasks and focus more time on client service and insight.

Premium Reporting: Dynamic insight for deeper client conversations

While templated reporting supports regular reporting cycles, many client interactions require greater flexibility and the ability to explore portfolio data interactively. 

Clients increasingly ask detailed questions about performance, exposures, and portfolio changes, often during live conversations, while also expecting digital access to their data through intuitive dashboards. 

The Premium Reporting module provides flexible, interactive reporting tools that allow advisors to explore data dynamically and respond to complex client questions in real time, while also enabling the creation of custom dashboards for clients. 

Advisors can analyse portfolio data, adjust views, and present insights instantly during conversations, while clients can log in to their portal to view their portfolios through tailored, always–on digital experiences. 

This enables private banks and trust companies to deliver both responsive, advisor-led insight and self-serve client access through a rich and interactive reporting environment.

Flexible data capabilities for modern wealth firms

A key advantage of Sesame Data is its modular architecture. 

Each module can be implemented independently or in any combination, allowing firms to adopt the capabilities that address their most immediate needs – whether that is:

• improving access to clean custodial data

• integrating consistent analytics into existing systems

• streamlining client reporting operations

• delivering more dynamic client insights

This flexibility allows trust companies and private banks to enhance their data, analytics and reporting capabilities without needing to replace existing infrastructure.

Supporting trusted advice with better data

As client expectations continue to evolve, the ability to deliver accurate, consistent, and insightful information is becoming a defining capability for wealth institutions. 

By providing clean data, reliable analytics, and powerful reporting capabilities, Sesame Data helps firms reduce operational complexity while enhancing the quality of the insights they deliver to clients. 

The result is a stronger foundation for both efficient operations and trusted client relationships.