TRUST REPORTING SOFTWARE

The future of trust bookkeeping & monitoring

Put your bookkeeping on autopilot and take your investment monitoring to the next level with near-real-time data.

Trust monitoring

Sesame for trust companies

Automated Bookkeeping. Digitalised investment monitoring. Scalable family office services.

The future of trust bookkeeping and monitoring

How trust companies are using Sesame to grow

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AUTOMATED BOOKKEEPING

Put your bookkeeping on autopilot

Get a refreshed daily feed of all client investment transactions and holdings data from banks, custodians and investment managers. 

Use a single automated data feed to provide all your internal ERP and accounting systems with a near-real-time view of investment portfolio valuations and movements.

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DIGITISED PORTFOLIO MONITORING

Exemplify fiduciary duty

Know exactly what is going on in client trusts at any time, across investments, cash and private assets.

Fuel your investment committee meetings and client reporting with near-real-time data.

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FAMILY OFFICE SERVICES

Become your clients' most trusted advisor

Act as a seamless extension of your clients' private office team with white-labelled data management and consolidated reporting services.

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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 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

 

8 Sep 2023 | Whitepaper

Automated Bookkeeping for Trustees
Discover the key challenges associated with manual bookkeeping, the data architecture needed for automation and how bookkeeping automation can serve as a foundation for the digitalisation of other trustee services. 
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2 Aug 2023 | 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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3 Jul 2023 | Blog

The data revolution: unlocking potential for trustees
Here are three ways the data revolution is helping trustees futureproof their operations and expand their service offering. 
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HFM risk tech award
GPFO 100
WealthTech100 2022
WealthBriefing Client Reporting Award Landytech pad