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.

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Sesame for trust companies

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

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The future of trust bookkeeping and monitoring

How trust companies are using Sesame to grow

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 teams with white-labelled data management and consolidated reporting services.

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Testimonials

You'll be in great company

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

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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

Rhodon Investment Management

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.

Rhodon Investment Management

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

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Frequently asked questions

How much does Sesame cost?
What reports can you create?
How do you consolidate private assets?
What level of report customisation is available?
How is data security maintained?
Do you offer a demo account or trial to see what the platform has to offer?

Insights for trustees

Insights to help you build automated bookkeeping and deliver optimal client service

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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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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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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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