Data API for Trust Companies

Automate trust bookkeeping & investment monitoring

Close the books 5× faster. No more reporting delays.

Sesame Data delivers clean, standardised investment data and independent investment monitoring reports straight into your administration or ERP system. So your team can spend their time delivering outstanding service to clients, not battling spreadsheets and PDFs.

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Data API for Trust Companies

How Sesame Data puts your bookkeeping and investment monitoring on autopilot

Sesame Data Architecture

Operate efficiently, deliver outstanding service

Unlock ROI in your very first quarter

Automate your most burdensome bookkeeping processes to drive efficiency and reduce costs. Deliver outstanding service and increase your revenues with digitalised investment monitoring.

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It now takes us 1/3 of the time to complete quarterly bookkeeping

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Sesame Data has automated 4 in 5 transaction reconciliations

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Sesame Data has brought greater efficiency, accuracy and reliability to our operations

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With automation, bookkeeping is once again a profitable arm of the business for us

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We are now more confident of meeting time-sensitive regulatory deadlines

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Sesame Data has allowed us to scale without additional headcount

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We no longer rely on additional resources from across the organisation to meet tight deadlines

The future of trust bookkeeping and investment monitoring

How trust companies are using Sesame to achieve efficiency and scalable growth

Extensive connectivity

The best-connected data aggregator in Europe

Expansive coverage of global and local financial institutions, with over 500 active connections to custodians, banks and investment managers. Our connectivity is continuously increasing and can be expanded based on your requirements.

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High-quality data

Drive efficiency and reduce bookkeeping costs

Receive accurate, fast and reliable data for bookkeeping and minimise the risk of errors, with a single feed of clean and standardised transaction data that has been rigorously validated.

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Digitalised investment monitoring

Independent investment monitoring, delivered via API

Provide clients with a clear view of performance, risk and allocations against market benchmarks, all delivered days after quarter end - no more waiting around for consultants.

Investment monitoring reports

Key technology partnerships

Direct integrations with your Single Source of Truth

Established partnerships with the main administration platforms ensure seamless delivery of data and investment monitoring straight into your system, without the implementation headache.

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API resources for developers

Tools and documentation to get started quickly

A comprehensive developer portal to get your integration up and running quickly, with public documentation, testing features and API call logs.

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Testimonials

You'll be in great company

Hear what our amazing clients have to say about working with us.

Ocorian

At Ocorian, we are always seeking solutions that solve our clients’ complex problems. By partnering with Landytech and adopting Sesame, we set a new industry standard, offering our clients best-in-class consolidated wealth reporting. It ensures we can continue to deliver the exceptional service they expect from our expert team and facilitate their efficient, informed, and timely decision-making process.

Ocorian

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Sesame has provided us with the consolidated data to substantiate discussions with clients around their wider wealth strategies, and the ability to anticipate challenges within portfolios and proactively mitigate them. Sesame has given us the tools to not only work smarter but to work more holistically too, with our clients reaping the benefit.

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Our adoption of Landytech’s Sesame is part of the Scouting Group's growth strategy. Having continuously evolving software sets us spart in the Family Office landscape and empowers us in our commitment to advancing investment management in Italy and Europe. This partnership allows us to provide clients with an international multidisciplinary team of experts with proven experience to analyse new trends and offer an innovative service.

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Landytech's solution - Sesame - has allowed our team to understand in- depth portfolios' risk and performance by security and industry (and  numerous other factors). The analytical engine of the software is very robust, yet the product is easy to use. Landytech's proactive efforts to manage risk, attention to detail, and responsiveness to new matters is unsurpassed.

Kepler Liquid Strategies

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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

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Ever since we started Tellworth, Landytech have been a business essential service for us. They have proved to be flexible, responsive, commercial and understanding of our changing needs as we grow the business. This year with the challenges we have all faced they have really stepped up; helping us to look at risk and exposures in new ways and enabling better client relationships in the process.

Tellworth Investments

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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. 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

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Brooklands have been using Landytech extensively for both Risk and Compliance. We have been very impressed with the service that has been provided and also the accuracy of the data quality. The platform has been very useful to monitor risk for all of our funds at a click of a button.

Brooklands Fund Management

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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 organised manner.

Paris-based Multi Family Office

Skerryvore Asset Management

Landytech have proven to be open-minded, resourceful and trustworthy in all that they do. From the outset, they have been able to provide suggestions as to how we can best achieve our client reporting goals in a timely and accurate manner, offering innovative solutions to the challenges we face of bringing together data from disparate sources.

Skerryvore Asset Management

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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.

UK-based UHNWI

Shiprock Capital

Shiprock Capital’s growth in the Global Distressed and Special Situations market has led us to partner with Landytech to strengthen our risk infrastructure and enhance our operational efficiency. Landytech's solution, Sesame, enables us to effectively mitigate risk at scale across our asset classes, access advanced analytics to make informed investment decisions, and streamline our reporting and data management workflows.

Shiprock Capital Management Limited

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From the first meeting with Landytech, we were highly impressed by their commercial approach, efficient operating platform and experience. They have provided us with a robust risk management function that would be extremely challenging and expensive to implement within our own organisation. We were most fortunate to discover this firm and I would have no hesitation in recommending them.

UK-based Asset Manager

Secure and compliant

Landytech’s products are backed by the most highly prestigious certifications and represent an industry-leading standard, so trust companies can feel confident all of their data remains secure

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The future of bookkeeping and investment monitoring

Join the trust companies across the globe that are already using Sesame Data to drive operational efficiency and deliver outstanding reporting to clients. 

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WB EU 2025 Client Accounting
WB Channel Island Awards 2024
Risk Management Software of the Year
HFM European Services Awards 2024 Best risk management technology shortlisted
WealthBriefing Awards 2022 Client Reporting
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