Trusted by the best
Bringing clarity to complex wealth
How family offices get a strategic vantage point with Sesame
DATA CONSOLIDATION
All your data in one place
Get a daily feed of consolidated, standardised and enriched data from your banks and custodians. Seamlessly integrate data on any private and alternative assets with a proprietary PMS.
PERFORMANCE AND RISK ANALYTICS
Portfolio analytics you can trust
Gain insights on the levels and sources of performance. Access advanced risk metrics, powered by MSCI BarraOne, on a wide range of factors and get a clear view of portfolio exposures.
See a detailed breakdown of income and costs, so you can keep a close eye on cashflows and fees.
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 granular detail.
CONSOLIDATED REPORTING
Streamline report creation
Create templated and customisable reports at scale with your own branding. Give families a consistent reporting experience to spark positive conversations and inform investment decision making.
You'll be in great company
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.
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.
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.
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?
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?
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?
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?
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?
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.
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