TRUST REPORTING SOFTWARE

The future of                  trust bookkeeping & investment monitoring

Save time with automated bookkeeping and take your investment monitoring to the next level with near-real-time data.

Fiduciary

Trusted by the best

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tellworth_logo
Panthera PO logo
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Sesame for trustees

Better and faster data. Digitalised investment monitoring. Automated reporting to save you time.

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Automated bookkeeping

One-stop location for all your investment data needs, with standardised data from all your banks and custodians. 

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Timely investment monitoring

See performance in near real-time, so you can make informed investment decisions and flag any IPS breaches as they occur.  

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Bespoke reporting, at scale

Save time and create better reports with automated, fully customisable reports for clients and your investment committees. 

The future of trust bookkeeping and investment monitoring

How trustees are using Sesame to grow

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AUTOMATED BOOKKEEPING

Save time and money on bookkeeping

Get a refreshed daily view of consolidated and aggregated data across banks and custodians, brought together on one intuitive platform.

Use a single automated data feed to provide all your internal systems with a single source of truth. 

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INVESTMENT MONITORING

A digital future for investment monitoring

Don't wait 8 weeks after quarter end for reports from your consultants or investment managers.

Get a near-real-time view of investment performance, risk and allocations for all client portfolios.

Exemplify fiduciary duty with daily alerts for investment policy statement limit breaches, so you can get investment managers to take swift action. 

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FAMILY OFFICE SERVICES

Build scalable family office services

Provide clients with a complete picture of wealth with consolidated reporting across their public and private assets. 

Help visualise complex ownership structures so performance can be analysed at any level.

Give clients full transparency on the fees they're being charged, with breakdowns of management fees, custody fees, transaction fees and more.

You'll be in great company

Brooklands_logo

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. The ability to carry out various stress testing (including Covid scenarios) has been very useful to our clients. Finally, the reporting tool has been very important to us and this serves multiple purposes, for example using it for our monthly fund factsheets or for best execution monitoring on the compliance side.

Brooklands Fund Management
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
tellworth_logo

Ever since we started Tellworth, Landy 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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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 Multi Family Office
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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
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Frequently asked questions

How much does Sesame cost?
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Our pricing 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, and one of our team will get back to you.

What reports can you create?
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Sesame provides a wide range of templated reports including holdings, flows, performance (overview and contribution), allocation, risk, movements, costs, cash and more.  One of the main benefits of Sesame is its report builder functionality, which enables users to create reports on the fly and at scale.

How do you consolidate private assets?
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Sesame has 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 level of report customisation is available
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Sesame's 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.

How is my data secured?
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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.

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 request a demo of Sesame and receive a completely tailored demo to your use case, so you can get a real feel for the value Sesame can deliver for your business.

Insights for trustees

 

17 Jan 2023 | Blog

Why Sesame is the Future of Trust Bookkeeping & Investment Monitoring

Trustees are under more pressure than ever. To fight back against the squeeze on margins, find out why trustees are choosing Sesame to automate bookkeeping and digitalise their investment monitoring. 

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9 Jan 2023 | Whitepaper

Trusts and Technology: Preparing for the Next Generation
As a new generation of wealth owners emerges, with greater expectations of transparency and increased reporting, trustees without near-real-time access to quality data will struggle to meet their requirements. Find out how trustees can deliver.
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13 Oct 2022 | Blog

The top 5 investment monitoring challenges for trustees
Discover the five largest challenges faced by trustees when it comes to monitoring trust investment portfolios.
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HFM risk tech award
GPFO 100
WealthTech100 2022
WealthBriefing Client Reporting Award Landytech pad

 

Bringing clarity to complex wealth