Landytech vs Addepar · For single family offices

Addepar brings the numbers. Landytech brings the depth.

Built on an institutional heritage in portfolio analytics, Sesame One brings data aggregation, native risk management and accounting outputs together in a single platform. With deep custodian and banking connectivity across the UK and Europe, and a dedicated Client Success Manager for every relationship, Landytech works the way family offices expect a true partner to.

Trusted by SFOs, MFOs, wealth managers and private banks
ISO 27001 SOC 2 Type II MSCI Partner
Sesame One dashboard

The choice facing owners and managers of complex wealth

Choosing a platform that covers the whole operation — not just the data layer

Complex portfolios today span more asset classes, more entities, and more jurisdictions than ever before. The right platform must do more than aggregate what you own — it must help you understand performance, manage risk, model decisions, and report with confidence to principals and stakeholders, wherever those principals happen to sit.

Addepar covers the basics well and has built a strong ecosystem from its US base. Landytech delivers that same foundation from a European vantage point — then goes considerably further, with deeper analytical capabilities and a fully customisable, drag-and-drop reporting layer built to flex around each client’s structure rather than the other way round.

Side-by-side comparison

Landytech vs Addepar

Both platforms deliver the foundations of modern family office technology. Here is how each platform's approach to single family offices compares.

Capability
Addepar
Sesame One
Data foundation
Secure data aggregation
Custodian and bank integrations across 60+ markets
+ Aggregation across 500+ custodian feeds and 10,000+ open banking connections, with automated feeds across European custodians
AI-assisted alternative asset data ingestion
Alts Data Management: automated capital call/distribution extraction
+ Doc AI with assisted entry and schema mapping for non-custodied assets, natively embedded in the core platform
Embedded data validations across the pipeline
Standard
+ Validations applied throughout data ingestion
Data residency & jurisdiction
Where client data is hosted
US-headquartered; hosted in the US under US legal frameworks such as the Patriot Act
+ London-headquartered; hosted in the UK/EU under UK and EU GDPR, with each client's data held in its own physically isolated database
Ownership & entity structure
Multi-entity, look-through consolidated views
Entity mapping across generations, trusts, holding companies and foundations
+ Slice and dice across any entity, asset class, or dimension, with full look-through analytics
Cash flow & liquidity
Cash flow / scenario forecasting
Navigator: scenario modelling and future-outcome projection
+ Forecasting plus capital-call and distribution projections at fund and portfolio level
Liquidity analysis
+ Dedicated liquidity bottleneck analysis and time-to-liquidate views
Accounting outputs
Accounting and ledger outputs
+ Chart of accounts, GL, automated postings, journal entries, trial balance — exposed via CSV/API and pushed into client accounting systems
Performance analytics
Absolute performance reporting (P&L)
Performance contribution analysis
+ Decompose returns by holding, asset class, sector, region or any custom dimension
Performance attribution (Brinson, allocation/selection)
Available
+ Native Brinson attribution by sector, region, asset class
Benchmark-relative performance and risk
Included, plus proprietary private-fund benchmark universe
+ Full relative performance with custom benchmarks across the portfolio
Risk analytics
Volatility metrics
Available
+ Full statistical pack — Sharpe, Sortino, max drawdown, beta, correlation — computed natively rather than sourced from a third-party feed
Factor risk decomposition
+ Native MSCI BarraOne integration
Value-at-Risk (parametric, historical, Monte Carlo)
+ Native MSCI RiskMetrics integration
Stress testing and scenario analysis
Navigator scenario modelling
+ Historical and user-defined scenarios across any factor
Reporting
Pre-built report templates
Customisation of report templates
Configurable via implementation/analyst support
+ Tailor every visual, header, and metric — no additional module or technical build required
Fully customisable, drag-and-drop report builder
+ Build any report in minutes — no IT, no add-on modules to purchase
On-the-fly ad-hoc analysis
+ Analyse positions in any combination without leaving the report
Interactive dashboards
Branded reports (logo, colours, fonts)
Investment lifecycle coverage
Portfolio monitoring and reporting
Curated alternative investment marketplace
+ High-quality opportunities across private equity, pre-IPO, structured products and real assets — inside Sesame One
Workflow tools (tasks, notes, approvals)
Limited
AI
AI assistant
Addison — AI agent for portfolio Q&A
+ aLi — natural-language analyst that queries data, processes private fund documents, and generates charts and tables
Service model
Client support model
Ticketed support model
+ Dedicated Client Success Manager for every client — a named person who knows your structure, not a ticket queue
Commercial model
Pricing structure
Typically AUM/bps-based, scaling with assets, entities and modules, plus separately quoted services and training
Base fee + per-family fee
+ All core features included — no add-on charges for customised reporting, alerts, or PMS access
Where Landytech goes further

Three areas where complex family offices feel the difference

See the full Sesame product overview
Analyse
Risk decomposition · 95% VaR
Equity
78%
Rates
34%
Credit
45%
FX
22%
Idiosyncratic
62%

Institutional-grade risk analytics, native to the platform

Sesame One gives family offices the full analytics picture — performance, exposure and risk in one place. For risk, it brings MSCI BarraOne and RiskMetrics directly into the platform, so factor decomposition, VaR and stress testing sit alongside performance and exposure analysis rather than requiring a separate vendor relationship or manual data hand-off. Adding a new liquidity category, a custom asset class, or a bespoke risk exposure is a configuration change in Sesame, not a manual rebuild.

Performance Exposure Risk
Explore the capability
Report
Report Publisher · drag & drop
Cover
KPI tile
Allocation
Attribution
Performance
Holdings
Cash flow
Notes

Reports that adapt to your family office, not the other way round

Every family office has its own data model, entity structure and reporting needs — Sesame is built to flex around that rather than asking the client to work around a fixed platform model. Build any report with drag-and-drop functionality, tailoring every visual, header, and metric — without paying for additional modules or exporting data into PowerPoint to build the report the platform couldn’t. Clients tell us reporting time has dropped from three days to three hours per month.

Drag-and-drop builder Custom benchmarks Branded outputs
Explore the capability
Invest
Investment workflow · one platform
01
Source
02
Analyse
03
Manage
04
Account
05
Report

Built for the full investment lifecycle

From deal sourcing and pre-investment analysis through portfolio management, accounting, and consolidated reporting — Sesame One is the only platform of the two designed to span the entire family office workflow. Chart of accounts, GL and journal entries sit alongside a curated marketplace of private market opportunities, so origination, oversight and accounting run on one source of truth.

Sourcing Analysis Portfolio mgmt Accounting Reporting
Explore the capability

Choosing the right family office platform — without the guesswork

The questions that matter most when evaluating family office software, including how to test reporting flexibility, validate analytics and risk depth, and pressure-test AUM-based pricing models.

Read the guide
$250bn+
Under reporting
500+
Custodians
10000+
Open banking feeds
100+
Staff

Testimonials

You'll be in great company

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

  • 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

  • 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

  • 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

  • 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

  • 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

The Landytech difference

Everything a modern family office expects.
More of what complex portfolios need.

Modern single family offices need a platform that is both reliable and ambitious. Reliable in the foundations — secure data, clear ownership structures, accurate cash flow, accounting that holds up. Ambitious in what it lets the team do next — understand the drivers of performance, model the impact of decisions before they are made, build the reports a principal actually asked for, and operate the family office as a coherent system rather than a collection of tools built up around gaps in the core platform.

That’s also true of the relationship, not just the software. Every Landytech client works with a dedicated Client Success Manager — a named person who knows their structure and reporting cadence — rather than a ticketed support queue. It’s a deliberate choice: less “software vendor,” more investment-data partner.

The foundations are there. The depth, flexibility, and institutional capability — native risk analytics, accounting outputs, no-code reporting, and pricing that isn’t a function of your AUM — are there too.

Frequently asked

Questions from single family offices

Questions we hear most often from family office teams evaluating Sesame One against Addepar and other platforms.

Still have a question?
info@landytech.com

Addepar brings the numbers — solid data aggregation and performance reporting. Landytech brings the analytical depth that modern investors expect: native risk analytics (MSCI BarraOne for factor decomposition, RiskMetrics for VaR and stress testing) built directly into the platform rather than bolted on, a fully customisable drag-and-drop reporting layer, accounting-grade outputs, and a white-glove service model with a dedicated Client Success Manager rather than a ticket queue.

Landytech’s team manages data migration and custodian re-mapping as part of onboarding. Because Sesame includes risk analytics, accounting outputs and self-serve reporting natively, firms switching from Addepar typically find they can retire adjacent tools they’d built up around it — a separate risk vendor, a GL, a reporting analyst — rather than needing to re-implement them alongside the new platform.

Yes. Sesame One supports the full range of assets typically held by a single family office, including public markets, private equity, real estate, hedge funds and direct investments. Where Addepar provides strong performance and benchmarking analytics, Sesame goes further with a full risk analytics suite — VaR, factor decomposition and stress testing via native MSCI BarraOne and RiskMetrics integrations — built directly into the platform.

No. Sesame’s report builder is drag-and-drop and designed for the investment or ops team to use directly — tailoring visuals, headers, benchmarks and metrics in minutes, with no technical build and no add-on module to purchase. Clients report cutting reporting time from around three days to three hours per month.

Sesame One replaces fragmented spreadsheets and point tools with a centralised data layer and automated reporting; clients typically save more than 80% of the time previously spent on reporting. Commercially, Sesame’s pricing is a base fee plus a per-family fee with all core features included — customised reporting, alerts and PMS access carry no additional charge. Addepar’s pricing is generally structured around assets under management, so cost tends to rise as the family office’s assets grow, with services and training quoted separately.

Sesame One onboarding is measured in weeks to months, not years — Landytech’s team manages custodian connections, entity mapping and report configuration directly with your team throughout. If timeline matters to your committee, it’s worth asking any vendor for a written implementation schedule with milestones before signing.

No — flexibility is the design principle, not a trade-off. Larger, more standardised platforms can be slower to adapt to a specific firm’s data model or reporting requirements. Sesame’s data model, analytics and reporting are built to be configured around each firm’s operating model from the outset, so the platform adapts to you rather than the other way round.

It can, particularly for family offices with principals or structures outside the US. Landytech is headquartered in London and operates under UK and EU GDPR, with each client’s data held in its own physically isolated database. Addepar is a US company, and client data is typically subject to US legal frameworks such as the Patriot Act, under which US authorities can compel disclosure without the client’s consent. Worth raising directly with any vendor as part of due diligence if data jurisdiction is a consideration for your family.

Every Landytech client is assigned a dedicated Client Success Manager — a named person who knows your structure and reporting cadence, rather than a ticketed support queue you log a request into and wait on. It matters most in the moments a platform alone can’t solve: an unusual entity structure, a report a principal wants reshaped by tomorrow, a new custodian relationship to onboard.

Sesame One includes aLi, an AI agent that acts as an analyst — querying data, processing private fund documents, and generating charts and insights in seconds from plain-English questions, with no manual builds required. aLi is natively integrated into Sesame’s data layer, so it draws on the same accounting-grade, risk-aware data as the rest of the platform.

Sesame One is built to institutional security standards, including ISO 27001 and SOC 2 Type II certification. Each client’s data is stored in a fully physically isolated database, ensuring strict separation and enhanced protection, with granular user permissions and full audit trails.

Request a demo

See why Sesame’s better

Tell us a little about your family office and we’ll book a 30-minute walkthrough tailored to your structure, asset mix, and reporting needs — including how Sesame compares on risk analytics, reporting flexibility, and total cost as your AUM grows.

  • Tailored walkthrough

    Focused on the questions you came with — not a generic deck.

  • No sales gauntlet

    One conversation with a family office specialist. No SDR chain.

  • Comparison memo

    We’ll send a written summary you can share with your committee.

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