Sesame for Asset Owners

Total control across your entire multi-asset portfolio

By resolving critical data aggregation, analytical and reporting challenges to inform decision making, and allowing you to manage tasks and your key stakeholders, Sesame is the only platform that allows asset owners to achieve complete portfolio control.

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Make informed investment decisions

Access a complete view of your entire multi-asset portfolio in a live dashboard, with rich insights into performance, exposure, liquidity, risk and forecasts.

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Automate operational processes

Spend less time sourcing, cleaning and mapping your data. Connect automatically to all of your custodians and seamlessly integrate data for non-custodied assets.

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Mitigate risk in your organisation

Reduce the risk of manual error in data management and reporting. Stay on top portfolio developments with notifications and a mobile app.

Simplify processes, maximise returns

An investment management platform that delivers clear ROI

Automate your most burdensome data management processes to drive efficiency and reduce costs. Access institutional-grade analytics and reporting to inform decisions that maximise investment outcomes.

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Save more than 80% of the time currently spent on reporting

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Reduce the hours spent every week on data consolidation to minutes

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Respond to ad hoc reporting requests in minutes not days

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Save more than 80% of the time currently spent on reporting

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Reduce the hours spent every week on data consolidation to minutes

Sesame for Asset Owners

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Pension Funds
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Endowments & Foundations
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Corporate Treasuries

All the tools you need to manage complex, multi-asset portfolios

Manage your entire portfolio with confidence and precision

Aggregated data

Receive aggregated, standardised and enriched data from all of your banks and custodians, seamlessly integrated with data for any private and alternative assets.

  • Over 500 custodian feeds
  • Doc AI for alternative investment document processing
  • 10,000+ connections to banks through open banking

  • Enrichment through data vendors and custom metadata
  • Rigorous data validation protocols
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Portfolio analytics

Analyse your entire portfolio of investments with full drill-down flexibility and intuitive visualisations across key performance, risk, liquidity and exposure metrics.  

  • Performance contribution, P&L and relative performance metrics
  • Analyse the sources of your portfolio’s relative performance (attribution)
  • Understand your exposures across all asset classes and investment vehicless
  • Slice-and dice your portfolio from any dimension (sector, region, currency etc)
  • Assess portfolio risk with stress testing, scenario analysis and factor decomposition, powered by MSCI BarraOne and RiskMetrics
  • Evaluate portfolio liquidity for optimised cash flow management
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Private market analytics

Analyse performance across your entire private capital portfolio including private equity, venture capital and real estate.

  • Review multiples (DPI, TVPI, RVPI) and internal rate of returns (IRR).
  • Project future capital calls and distributions at individual fund and portfolio level
  • Track fees and expenses across funds
  • Assess the impact of future cashflow projections and exposure assumptions to reach and maintain your target allocation
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Monitor Investments

Stay on top of your portfolio with targeted warnings and alerts

  • Alerts for performance KPIs, risk, exposure, allocations, regulatory limits and more
  • Set pre-warning levels so you can take action before they become breaches
  • Instant notifications and email alerts so you and your team can take quick action
  • Quickly spot manager style drift
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Deliver tailored reporting to stakeholders

Provide continual and tailored communication on all aspects of the portfolio to your team and stakeholders. Build custom reports in minutes so you can respond quickly to any ad hoc requests.

  • Professional PDF reports that automatically refresh
  • Templated and customisable reports
  • Dynamic and interactive analytical reports
  • Automated scheduling and distribution
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Testimonials

You'll be in great company

Hear what our amazing clients have to say about working with us.

Ocorian

At Ocorian, we are always seeking solutions that solve our clients’ complex problems. By partnering with Landytech and adopting Sesame, we set a new industry standard, offering our clients best-in-class consolidated wealth reporting. It ensures we can continue to deliver the exceptional service they expect from our expert team and facilitate their efficient, informed, and timely decision-making process.

Ocorian

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Sesame has provided us with the consolidated data to substantiate discussions with clients around their wider wealth strategies, and the ability to anticipate challenges within portfolios and proactively mitigate them. Sesame has given us the tools to not only work smarter but to work more holistically too, with our clients reaping the benefit.

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Our adoption of Landytech’s Sesame is part of the Scouting Group's growth strategy. Having continuously evolving software sets us spart in the Family Office landscape and empowers us in our commitment to advancing investment management in Italy and Europe. This partnership allows us to provide clients with an international multidisciplinary team of experts with proven experience to analyse new trends and offer an innovative service.

Scouting SIM Family Advisors

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Landytech's 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

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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.

Guernsey-based Family Office

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Ever since we started Tellworth, Landytech 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 they 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

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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. 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.

UK-based Multi Family Office

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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.

Brooklands Fund Management

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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 organised manner.

Paris-based Multi Family Office

Skerryvore Asset Management

Landytech have proven to be open-minded, resourceful and trustworthy in all that they do. From the outset, they have been able to provide suggestions as to how we can best achieve our client reporting goals in a timely and accurate manner, offering innovative solutions to the challenges we face of bringing together data from disparate sources.

Skerryvore Asset Management

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Sesame makes my life far easier. I can see everything in my portfolio in the detail I require and updated in real time – rather than a series of disparate and intermittent snapshots. Working with better information makes my investment management more effective and less stressful.

UK-based UHNWI

Shiprock Capital

Shiprock Capital’s growth in the Global Distressed and Special Situations market has led us to partner with Landytech to strengthen our risk infrastructure and enhance our operational efficiency. Landytech's solution, Sesame, enables us to effectively mitigate risk at scale across our asset classes, access advanced analytics to make informed investment decisions, and streamline our reporting and data management workflows.

Shiprock Capital Management Limited

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From the first meeting with Landytech, we were highly impressed by their commercial approach, efficient operating platform and experience. They have provided us with a robust risk management function that would be extremely challenging and expensive to implement within our own organisation. We were most fortunate to discover this firm and I would have no hesitation in recommending them.

UK-based Asset Manager

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Secure and compliant

Landytech’s products are backed by the most highly prestigious certifications and represent an industry-leading standard, so family offices can feel confident all of their data remains secure

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The command centre for managing multi-asset portfolios

Join the asset owners across the globe that are already using Sesame to manage multi-asset portfolios with confidence and precision

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