Accuro sought to find a solution whereby it would be able to develop and offer comprehensive and timely reports to its clients, who required detailed insights into both trust-held and personal assets. By implementing Landytech's Sesame platform, Accuro transformed its reporting, reducing preparation time by 80% and producing enhanced quality reports. This case study explores how Accuro leveraged Sesame to meet the needs of complex global clients; whilst improving internal efficiency and providing clarity on clients' assets in terms of asset positioning and analysis across all assets.

Accuro is a progressive trust and private office company that provides trust and family office services to UHNW families, entrepreneurs, and family businesses.

Its Private Office offering has been designed to assist families in achieving their financial and non-financial objectives based on their collective vision for the future. Whether Accuro's clients wish to outsource their private office requirements (saving time and costs) or build on their existing family office capabilities, its team of 150 specialists can act as a seamless extension. Accuro Private Office works collaboratively with its clients vision in mind.

Accuro has a growing number of global clients that require detailed, consolidated reports for their increasingly diverse portfolios, spanning various asset classes, including real estate, private equity, financial investments and collectibles. The previous process of consolidating data and producing these reports in spreadsheets was manual and required more effort from the team. Accuro sought a solution that would streamline these processes, free up time for other value-added client services, and enable Accuro to provide enhanced data within the reports.

1. Integration and Setup:

• Accuro worked with the Landytech team to integrate data feeds from various financial institutions, equipping the Sesame platform to provide daily updates. This phase was crucial for achieving long-term efficiency.

2. Customisation and Flexibility:

• Sesame's flexibility allowed Accuro to tailor reports to client specifications, accommodating diverse asset classes and providing a comprehensive view of their portfolios.

3. Enhanced Reporting Capabilities:

• Sesame enabled Accuro to produce detailed, visually appealing reports, including asset allocation, currency exposure, and geographical distribution, providing clients with deeper insights into their portfolios – and the opportunity to view performance against current benchmarks.

4. Efficiency Gains:

• The platform’s T+1 reporting capability allowed for near real-time data consolidation, significantly reducing manual reconciliation time. Report preparation time was reduced by 80%, freeing up resources for other value-added services.

Accuro and its clients experienced substantial benefits from implementing Sesame:

• Time Savings: Report preparation time reduced by 80%
• Enhanced Report Quality: Clients received more detailed and visually engaging reports
• Client Satisfaction: Positive feedback and increased client engagement, with clients eager to add more assets to the platform

Sesame's real-time data consolidation and enhanced reporting capabilities have transformed our workflow, enabling us to provide clients with comprehensive and timely insights. The platform's flexibility and efficiency have significantly enhanced our service offering.

Engagement with clients has become richer. 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 plans to continue leveraging Sesame to expand its reporting capabilities, including developing more in-depth income and expense reporting. The ongoing collaboration with Landytech aims to further enhance the platform's features, ensuring Accuro can continue to provide exceptional service to its clients.

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