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FAMILY OFFICE SOFTWARE

Powering the modern family office for generations to come

Your families want a complete picture of wealth. Give them a single source of truth via consolidated data from any source, enhanced portfolio analytics and powerful reporting with Sesame.

Family Offices

Trusted by the best

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Sesame for family offices

Better and faster data, at scale. Powerful analytics to inform your decisions. Automated reporting to save you time.

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Consolidated data

Bring all asset data together from custodians, banks and any private assets, in one secure platform.

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Analytics you can trust

Make informed decisions on family portfolios with near real-time data and multi-asset class performance and risk analytics.

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Deliver exceptional reporting

Save time and create better reports with automated, fully customisable consolidated reports for families, with your own branding.

Bringing clarity to complex wealth

How family offices are using Sesame to grow

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DATA CONSOLIDATION

Unlock the power of your data

Consolidate, standardise and enrich your data across banks and custodians, and bring it all together on one intuitive platform.

Get complete oversight and seamlessly integrate data on private assets with a proprietary PMS. Easily update valuations, transactions and positions on any private equity, real estate, collectibles and more.

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PERFORMANCE AND RISK ANALYTICS

Analytics you can trust

Gain insights on the levels and sources of performance, with sophisticated attribution analysis. Access advanced risk metrics, powered by MSCI BarraOne, on a wide range of factors and get a clear view of portfolio exposures.

No hidden surprises for you - or your families. Stay on top of all portfolio managers, movements and activities.

See a detailed breakdown of income and costs, so you can keep a close eye on cash flow and manager fees.

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A HOLISTIC VIEW

View wealth across ownership structures

Replicate even the most complex ownership structures, with granular user permissioning to match. Create fully customisable groupings based on legal entities, portfolios and more.

Use a look-through approach to draw on the high-level allocation and performance information of entities backed up by the granular detail you need.

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REPORTING

Automated branded reporting on everything families want to know

Access a scalable and fully customisable reporting platform, tailored to the exacting needs of your family office.

Automate the creation of reports at scale with your family office’s branding. Have full control over component styling, using your brand’s colour palette and company logos, giving families a consistent reporting experience to spark positive conversations and transform the client experience.

What our clients say

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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.

London-based Family Office
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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. 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.

Panthera Private Office
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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 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.

Paris-based Family Office
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We use Landytech for two family office structures. 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.

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Frequently asked questions

How much does Sesame cost
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Our pricing model for family offices is dependent on several factors including the number of managed feeds, legal entities, portfolios, assets and users. In order for us to give you a more accurate estimate we'll need a few more details from you. You can leave your details by filling in our contact us form here, and one of our team will get back to you.

What level of report customisation is available?
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Our report builder enables you to fully customise all components within your report, add your businesses logos and utilise your brand colour palette. The reports will have the look and feel of a fully branded marketing department approved in-house solution.

Do you offer a demo account or trial to see what the platform has to offer?
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We aren't able to provide access to a demo or trial account at this time. You can however request a demo of Sesame by clicking here. Our demos are completely tailored to your use case so you can get a real feel for the value Sesame can deliver for your business.

How is data secured in Sesame?
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The Sesame infrastructure is fully hosted in the Microsoft Azure cloud. Azure provides a wide range of security tools and capabilities that we embrace. We insist on confidentiality, integrity, and availability of customer data, while also enabling transparent accountability. We follow security best practices at each level of our applications and we always take security into account in all our processes.

How do you consolidate private assets?
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We have created a portfolio management system (PMS) specifically for private assets, allowing you to manage all of your private investments. From co-investments, to cars, to alternatives, Sesame allows the user to bulk import data, add transactions and positions, and update valuations.

What reports can you create?
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We can provide a wide range of templated reports including, holdings, flows, performance (overview and contribution), allocation, risk, movements, costs, cash and more. The main benefit of our offering is our report builder function, which empowers users to create powerful reports on the fly and at scale.

Insights for family offices

 

17 Nov 2022 | Blog

5 ways technology can help family offices navigate volatile markets

As family offices deliberate on how best to navigate the choppier waters ahead, here are five ways that data and technology can help you stay on the front foot in volatile markets.

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26 Oct 2022 | Blog

Family Office Risk Management in Uncertain Times
If you're looking to enhance your family office's risk capability, explore everything you need to consider here.
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6 Oct 2022 | Blog

Family Office Portfolio Management: Choosing the right platform
Discover what you should be looking out for when choosing a platform for your family office.
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HFM risk tech award
GPFO 100
WealthTech100 2022

 

Bringing clarity to complex wealth