Automated reporting to save you time
REPORT LIBRARY
A comprehensive library of templated and customisable reports
Automate the production and scheduling of reports to end users including consolidated performance reports, cash reporting, and fee analytics.
CONSOLIDATED DATA
Reporting from a single source of truth
A single platform for all your data, validated and enriched with the latest market and reference data, to create a golden source of truth for all your reporting.
INTERNAL REPORTING
Internal performance and risk reporting
Instantly create summaries or detailed pictures of performance and risk, tailored with the metrics and analytics that you need to make informed investment decisions.
REPORT BUILDER
Bespoke reports, at scale
Save time and create better reports with Sesame's Report Builder. Use your own branding and colour palette for consistency across material for clients and prospects.
REPORT SCHEDULER
Never miss a report
Set the frequency and format (PDF, Excel) for any report and outline approval workflows, so you can distribute reports as soon as they are ready.
COMPLIANCE & GOVERNANCE
Full audit trail and history
Use the document management system as an exclusive space for storing and managing reports and any supporting files.
Experience the power of Sesame's reporting for yourself
You'll be in great company
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.
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.
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.
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.