Technical connection
Landytech coordinates with the custodian’s team to establish SFTP or secure file transfer.
Stop chasing statements. Start with clean data.
Sesame aggregates data from custodians, banks, fund documents and your own records into one validated dataset, ready to analyse and report on.
Data sources
Whether it sits with a custodian, a bank, a private fund or in a spreadsheet, Sesame brings it into one dataset.
Automated daily feeds for positions and transactions from over 500 custodians globally, so nobody is downloading statements by hand.
Data · Feeds
Inzaghi Family Consolidation
Landytech sources, cleans and standardises your custodial data. Every step below sits with Landytech, from establishing each custodian connection through to daily monitoring.
Landytech coordinates with the custodian’s team to establish SFTP or secure file transfer.
Landytech builds the data spec and mapping for new files, tailored to the custodian’s data dictionary.
Each custodian’s files are mapped into one standardised data model, ready for analysis and reporting.
Landytech validates the output, then releases the feed into your app with monitoring in place from day one.
Landytech manages the entire technical and administrative relationship with each custodian.
Integrity checks run on every file, with autofixes where possible and smart assisted resolutions for the rest.
Mappings are kept current for new formats and account types, dealing with the custodian’s technical team directly.
Landytech onboards new feeds through a repeatable process, managed for you from start to finish.
Landytech keeps every feed running: checking files arrive, resolving exceptions, updating mappings as custodians change, and handling the custodian relationship throughout.
Analytics, reporting and accounting are only as good as the data underneath them
Aggregated data sits in an environment you control, and leaves it on your terms:
Every client has its own physically isolated database.
Control which entities and portfolios each user and adviser can see.
Export datasets via CSV or API to sync with downstream systems
Landytech is ISO 27001 and SOC II certified. Each client has its own physically isolated database, so you can feel confident every byte of your data remains secure.
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See how Sesame brings your data together into one trusted dataset.
~30 min personalised session. No commitment.