For private banks

On-demand analytics and reporting that strengthen your role as a trusted advisor

Empower relationship managers with real-time insights, scalable reporting, and client-ready analytics — delivered seamlessly through your bank.

Investment monitoring reports 2

Sesame Data delivers institutional-grade and on-demand analytics and reporting to private banks, to fuel internal systems and client reporting workflows. From API-driven analytics to templated and premium reporting experiences, banks can lead more proactive conversations, deepen client trust, and play a more central role in long-term wealth planning.

From reactive reporting to proactive advice

Transform how your private bank delivers insights to clients and empowers relationship managers.

The challenge

fragmented icon
Fragmented data

Data scattered across custodians and asset classes

static report icon
Static reports

Backward-looking reports that don't enable action

manual process icon
Manual processes

Reporting processes that limit RM capacity

rising expectations icon
Rising expectations

Clients demanding faster, clearer insights

The opportunity

consolidated - white
Consolidated analytics

On-demand insights across all client holdings

scalable reporting - white
Scalable reporting

Client-ready reports delivered at scale

stronger advisory role
Empowered Relationship Managers

Real-time insights at relationship managers' fingertips

empowered rms - whit
Stronger advisory role

Central role in long-term wealth planning

A modular analytics and reporting solution for private banks

Choose the deployment model that fits your needs — from API integration to full-service portal.

analytics-2

Analytics API

A powerful API layer providing access to institutional-grade analytics, enabling banks to embed insights across internal systems, client portals, and digital experiences.

  • Performance, risk & allocation analytics
  • Fully embeddable
  • Scales across client segments
templated reporting

Templated Reporting at Scale

Pre-built, configurable report templates that allow banks to deliver consistent, high-quality reporting efficiently — including consolidated, multi-asset views.

  • Scheduled & on-demand reports
  • Consolidated reporting across client portfolios
  • Brand-aligned outputs
premium reporting

Premium Analytics & Reporting Experience

A complete analytics and reporting solution, giving relationship managers and clients direct access to interactive insights through a secure B2B portal for on-demand insights.

  • Full access to analytics & reporting pages
  • Interactive, client-facing experience
  • Bank-branded B2B portal

How it works in practice

A seamless flow from data aggregation to actionable client conversations.

database icon
1
Data aggregation

multi-asset, multi-entity data consolidated in one place

analytics icon
2
Analytics engine

Institutional-grade analytics powered by Sesame Data

automation icon
3
Delivery options

API, templated reports, or premium portal

trust co icon - blue
4
Client conversations

On-demand insights powering proactive advice

Untitled design (10)-1

Designed to empower Relationship Managers

By giving relationship managers immediate access to clear, client-ready insights, banks enable more confident, proactive conversations — shifting the dialogue from performance review to forward-looking wealth strategy.

fast icon
Faster preparation

Get ready for client meetings in minutes, not hours

answers icon
Answers on demand

No operational bottlenecks or waiting

strong advisory icon
Stronger advisory position

Position yourself as a trusted advisor, not just a reporter

relationship icon
Focus on relationships

Spend more time on relationships, less on reporting

Play a more central role in client wealth planning

Transform from a service provider to a strategic partner in your clients' financial journey.

trust icon
Trust

Transparent, consistent insights delivered through the bank strengthen client confidence and loyalty

engagement icon
Engagement

Interactive analytics that invite deeper client conversations and more frequent touchpoints

differentiation icon
Differentiation

A premium digital experience that elevates your brand and sets you apart from competitors

Why Sesame Data?

Combining Landytech's institutional expertise and Sesame Data's analytics and reporting capabilities, we help private banks modernise client reporting without compromising control, brand, or trust.

answers icon
Proven expertise

Deep analytics expertise in multi-asset portfolios and private markets

automation icon
Flexible deployment

From API integration to full client portal — your choice

PB Icon - blue
Built for private banks

Designed specifically for private banks, not generic wealth tools

enterprise-ready icon
Enterprise-ready

Secure, scalable, and built for enterprise-grade deployment

Testimonials

You'll be in great company

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

trust-logo (1)

Landytech has provided the data foundation to transform how we work. It’s delivered efficiency through automation, freeing our team to focus on higher-value tasks, while enabling the development of enhanced investment reporting services that will strengthen client relationships and drive future revenue. 

Affinity Trust Limited

Landytech-Logo-Icon

We've cut reporting time from roughly 3 days to 3 hours per month. Having assessed two alternative providers, Sesame One prevailed because it demonstrated genuine reporting flexibility, strong analytics, a team willing to incorporate custom requirements rapidly, and clear momentum in product development.

French-based Family Office Advisor

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

Accuro Logo

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.

Accuro

Scouting SIM Family Advisors Logo

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.

Scouting SIM Family Advisors

favicon-2

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.

Tycho Capital

Landytech-Logo-Icon

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

Landytech-Logo-Icon

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

Landytech-Logo-Icon

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

Landytech-Logo-Icon

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

Turn Reporting into a Strategic Advantage

Discover how on-demand analytics and reporting can elevate your client experience and strengthen your position as a trusted advisor.