FAMILY OFFICE SOFTWARE

Powering the modern family office for generations to come

Get a complete picture of wealth across assets and streamline the creation of consolidated reports.

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Sesame for family offices

Save hours on data consolidation and creating reports. Get instant insights into portfolio performance, exposure and risk.

A platform for managing even the most complex portfolios

How family offices get a strategic vantage point with Sesame

Source

DATA CONSOLIDATION

All your data in one place

Get a daily feed of consolidated, standardised and enriched data from all your banks and custodians. Seamlessly integrate data for any private and alternative assets with a proprietary portfolio management system. 

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Analyse

PERFORMANCE AND RISK ANALYTICS

Portfolio analytics you can trust

Gain instant insights on the levels and sources of performance and get a clear view of exposures across your whole portfolio. Access advanced risk metrics, powered by MSCI BarraOne, so you can understand your underlying risk drivers.

See a detailed breakdown of income and costs, to keep a close eye on cashflows and fees.

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Consolidate

OWNERSHIP STRUCTURES

Visualise complex ownership structures

Replicate even the most complex ownership structures, with granular user permissioning to match. See your various legal entities such as trusts, LLCs, foundations and personal accounts, all the way down to individual holdings, in one dashboard.

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CONSOLIDATED REPORTING

Save hours on report creation

Transform the gruelling process of producing reports into a seamless exercise. Use our bank of templated reports to get started or build fully customised reports without hours of manual work. 

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You'll be in great company

Guernsey-based Family Office

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
UK-based Multi Family Office

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
Paris-based Multi Family Office

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
UK-based UHNWI

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
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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

 

8 Jan 2024 | Blog

The Top 10 Family Office Trends in 2024
In a less than certain world, it is not just economic headwinds family offices are having to contend with. Discover the top 10 trends shaping the agenda for family offices in 2024.
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19 Oct 2023 | Webinar

From Alternatives to the Mainstream: Reporting on Private Assets
Landytech's Benjamin Mouté, along with Joseph Larizza of Mirador, Inc. and Robert Barwise-Carr from Mazars, discussed how family offices could tackle the challenges associated with private asset reporting.
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12 Oct 2023 | Case Study

How a London-based multi-family office saved days each month on reporting with Landytech
Discover how a London-based multi-family office upgraded from an Excel-based ledger system to Sesame, saving days each month on data consolidation and reporting that could be reallocated to business growth initiatives.
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HFM risk tech award
GPFO 100
WealthTech100 2022
WealthBriefing Client Reporting Award Landytech pad