Sesame_Logo_Blanc

Family Office Software

Consolidation & Enhanced Analytics for single and multi-family offices.

Our next-generation platform Sesame, empowers single and multi-family offices who manage complex wealth. Sesame’s family office software solution deliver a high-quality experience with automated data feed sourcing of all investment data feeds from any source, empowering family offices to provide consolidated reporting to families and a holistic view of wealth.

Family Offices

Trusted by some of the best

Brooklands_logo
tellworth_logo
Panthera Private Office logo
Kepler_logo

Challenges Sesame solves

Data processing

Processing multi-bank and private asset data

Complex ownership structures

Complex and changing ownership structures

Slow reporting processes

Slow manual reporting processes

icon-04

Producing sophisticated portfolio analytics

What matters in portfolio

Knowing what matters most in the portfolio

Fee transparency-1

Lack of transparency on fees

How Sesame supports family offices

Data-w515px
✅ Consolidate and view data from all sources in one place

Highly-secure platform with encryption protocols 

Covers all liquid and illiquid asset classes, including private equity

Comprehensive user permissioning to limit access to sensitive data

Seamless onboarding process


  See Sesame in action

icon_secure-white
SECURE
ARCHITECTURE
icon_consultants-white
INVESTMENT, RISK AND COMPLIANCE EXPERTS
icon_coverage-white
COVERAGE ACROSS ALL
ASSET CLASSES

Analysis-w515px
✅ Granular view of fees, transactions and movements

✅Performance & risk analytics provide meaningful  insights

✅Timely and accurate client reports to help make informed decisions

✅Ability to customise views and analytics with white-label branding

✅Document management system for comprehensive audit trails


  See Sesame in action

Contact us

We're here to help

If you'd like to learn more about our solution for family offices, or have specific questions about how it can help your business, our expert team are on hand to get you the answers you need. Submit your query by clicking here and our team will be in touch.

What our clients say

testimonial_family-offices

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
Panthera Private Office logo

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
testimonial_family-offices

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
testimonial_family-offices

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.

FB Family Office

Looking for a one-stop-shop for your custodial data? Enter Sesame Data

Sesame Data is a one-stop location for all your portfolio data needs, with standardised data from all your banks and custodians delivered via a single API straight into your internal systems and applications, populating them with accurate and standardised data for downstream reporting and workflows.

Sesame Data banner

Related content

26 Jul 2022 | Blog

Top 5 Family Office Data Challenges in 2022
Access to real-time data has been a key driver behind family office investment in technology, but what are the the main data challenges they are facing?
Read blog arrow-read-more

12 Jul 2022 | Blog

The Top 10 Family Office Trends in 2022
In uncertain times for the economy, and with geopolitical tensions contributing to inflationary pressure and low expected returns, family offices now need to review their options with urgency if they want to create alpha, both operationally and from investments. 

Against this backdrop, what are the key strategic shifts for family offices in 2022?
Read blog arrow-read-more

8 Jul 2022 | Case Study

Why Panthera Private Office chose to partner with Landytech
In this video case study, hear from CEO of Panthera Private Office, Simon Russell, on the key reasons they decided to partner with Landytech.
Watch now arrow-read-more

30 Jun 2022 | Blog

How Sesame Revolutionises Reporting for Family Offices
Find out how family offices across the globe are using Sesame to transform their data and reporting workflows, freeing up time for them to deepen relationships with families and grow their business.
Read blog arrow-read-more

23 Jun 2022 | Whitepaper

Family offices in the digital age: Data and the reporting challenge
As portfolios become more complex and the data burden increases, family office staff are increasingly bogged down in spreadsheets and legacy systems that struggle to keep up.

How can family offices use digital solutions to reclaim their time, so they can focus on deepening relationships with families and growing their business?
Download now arrow-read-more

14 Jun 2022 | Live panel

Family Office Operations: How to stay ahead in the digital age
Family offices increasingly aspire to offer consolidated reporting as part of their offering, and families have come to expect it. Without the right technology, it’s an insurmountable task, meaning that performance, client experience and staff satisfaction can all suffer. So, how can family offices rise to the challenge and what are the options? 
Watch now arrow-read-more

26 May 2022 | Blog

Intergenerational wealth transfer: How can multi-family offices futureproof their client base
Intergenerational wealth transfer is one of the main causes of client attrition, as clients pass and beneficiaries take their assets elsewhere. How can technology help multi-family offices deepen relationships with future generations.
Read blog arrow-read-more

13 May 2022 | Blog

6 things you need to build investment reports that clients love

Investors now expect on-demand, granular reporting, and legacy processes are straining under the pressure.

Through conversations with asset and private wealth managers our Client Operations Director, Kathleen Henrick, has identified six key requirements for creating investment reports that clients love.

Read on to find out what they are

Read blog arrow-read-more

4 May 2022 | Guide

10 things to avoid when choosing an investment reporting provider

Selecting a digital solution for data consolidation and investment reporting is a big decision, one many asset and private wealth managers cannot afford to get wrong. It can be hard to know where to start when assessing a provider, and there are many pitfalls.

Discover the 10 key things to avoid when choosing an investment reporting solution.

Download now arrow-read-more

17 Mar 2022 | Blog

Sesame Data: A one-stop-shop for your custodial data
Sesame Data takes on the most intensive parts of the data management process, without the need for a costly server-based system, increasing the quality of your data, streamlining internal processes, and empowering your team to focus on the high-value client interactions that fuel growth.  
Read blog arrow-read-more

1 Mar 2022 | Blog

5 reasons you need a wealth management API

As fast, sophisticated data management becomes business critical, what are the benefits data APIs can offer your organisation?

Read blog arrow-read-more

15 Feb 2022 | Blog

Cloud-based investment management software: 5 reasons you can’t afford anything else  

In a world of rising client, regulator and staff expectations, portfolio and risk management capabilities quickly become outdated. Cloud-based platforms offer the solution.

Read blog arrow-read-more

4 Jan 2022 | Whitepaper

How can family offices overcome the data management challenge?

Family offices increasingly aspire to deliver comprehensive, accurate and timely consolidated reports to families, and ultra-high-net-worth families have increasingly come to expect it. But to provide high-quality consolidated reporting, firms first need to navigate a host of complex data challenges.

Download now arrow-read-more

13 Dec 2021 | Blog

Data enrichment: Helping family offices make informed decisions

Enrichment is an important element of the consolidated reporting process. This is because it adds colour and granularity to the raw data that the family office sources from its custodians and stores in its database. It does this by appending to the raw data descriptive metadata from secondary sources. So, what should your family office know about enrichment?

Read blog arrow-read-more

11 Dec 2021 | Blog

Data transformation & storage: 4 key considerations for family offices

For downstream reporting, disparate information needs to be transformed into a single standardised schema, which can be processed systematically. And once the data is harmonised, it has to be stored – in a database. Discover the four key database considerations for family offices.

Read blog arrow-read-more

9 Dec 2021 | Blog

Data sourcing challenges: what is the best option for family offices?

Effective data sourcing is the starting point for the journey towards consolidated reporting, but it’s difficult to achieve. Family offices typically manage complex, multi-asset-class portfolios, with fragmented data sources that comprise disparate, non-standardised data sets. How can these data sourcing challenges be overcome?

Read blog arrow-read-more

 

Discover the power of Sesame