Powerful analytics to inform your decisions
PORTFOLIO ANALYTICS
Analytics for complex wealth
Segment analytics by complex ownership structures, multiple asset classes and multi-currency scenarios. Analyse at entity level or deep dive all the way down to individual transactions for the insights you need to take decisive action.
PERFORMANCE INSIGHTS
Understand the drivers and detractors of performance
Gain instant insights on the levels and sources of performance, with performance attribution powered by MSCI BarraOne.
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RISK MANAGEMENT
Risk management for the modern family office
Family offices need risk analytics that can cope with today's multi-asset class, multi-currency portfolios. Mitigate risk with analytics powered by MSCI BarraOne, including:
- Exposures
- Stress tests and scenario analysis
- Risk decomposition and VaR calculations
- Key liquidity risk measure monitoring capabilities
STATS & BENCHMARKS
Put portfolio performance in context
Choose from a wide range of portfolio returns and statistical measures including: 3M, 12M, YTD, Annualized Returns, Annualized Volatility, Sharpe Ratio, Sortino Ratio, Max Drawdown, Correlation, Beta, Realised & Unrealised P&L.
Compare performance against benchmarks on an absolute or relative basis.
LIMITS & ALERTS
Keep on top of portfolio limits
Daily alert notifications and pre-warning levels to guard against portfolio limit breaches. Use automated alerts to stay on top of risk limits, sector exclusions, country of risk and more.
Experience the power of Sesame's analytics for yourself
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.
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.