The all-in-one platform for managing multi-asset portfolios
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Reporting time slashed and insight elevated for a family office advisor
Family office advisor cut monthly reporting from 3 days to 3 hours with Landytech's Sesame One, unifying portfolio data for faster, sharper investment insights.
A family office advisory (the advisor) cut monthly reporting time from three days to three hours by adopting Landytech’s Sesame One, which consolidates data related to all portfolios and assets into a single, easily customisable reporting pack. Portable data exports deliver clean and comprehensive data for further analysis of performance, exposures, fees and more, enabling faster and more confident investment decisions within the advisor’s existing models.
Reporting demands were overwhelming
The advisor supports two private principals with asset aggregation reporting and investment advisory. Reporting had been an arduous monthly exercise: stitching together PDF statements, rebuilding spreadsheets, and hunting for missing data across multiple banks, custodians and general partners.
Finding a platform that combines robust analytics and customisability
Before selecting Landytech’s Sesame One, the advisor 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.
How Sesame One delivered faster reporting and enhanced analysis
Sesame One now drives the advisor’s monthly reporting packs for the principals. All templates are easily adjusted - sections can be added, reordered or drilled into with ease. The ability to export any table or dataset directly from Sesame One is also pivotal for the advisor. With clean, structured data at hand, the advisor runs granular analyses: performance and exposure checks, fee breakdowns and other modelling that were previously too time-consuming and challenging to produce.
Reporting time slashed by over 85%
Reporting time has been cut from roughly three days to three hours per month. Freed from manual compilation, the principals receive consistent reporting packs earlier and the advisor now channels that time into granular portfolio insights and analysis that directly inform reallocation decisions. Productivity gains are tangible, but the bigger win is investment decision quality: exported datasets feed the advisor’s trusted bespoke models, making insights both timely and robustly supported.
Discover how Sesame One could cut your reporting times and provide foundation for informed investment decision-making. Contact us today to learn more.
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