FAMILY OFFICE PORTFOLIO ANALYTICS

Portfolio analytics you can trust

Get instant insights into multi-asset class performance, risk and exposures across your whole portfolio, so you can make informed investment decisions.

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Portfolio analytics data

Powerful analytics to inform your decisions

PORTFOLIO ANALYTICS

Analytics for complex wealth

Segment analytics by complex ownership structures, multiple asset classes and multi-currency scenarios. Analyse at entity level or deep dive all the way down to individual transactions for the insights you need to take decisive action.

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PERFORMANCE INSIGHTS

Understand the drivers and detractors of performance

Gain instant insights on the levels and sources of performance, with performance contribution and attribution.

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RISK MANAGEMENT

Risk management for the modern family office

Family offices need risk analytics that can cope with today's multi-asset class, multi-currency portfolios. Mitigate risk with analytics powered by MSCI BarraOne, including:

  • Factor exposures
  • Stress tests and scenario analysis
  • Risk decomposition and VaR calculations
  • Key liquidity risk measure monitoring capabilities
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STATS & BENCHMARKS

Put portfolio performance in context

Choose from a wide range of portfolio returns and statistical measures including: 3M, 12M, YTD, Annualized Returns, Annualized Volatility, Sharpe Ratio, Sortino Ratio, Max Drawdown, Correlation, Beta, Realised & Unrealised P&L.

Compare performance against benchmarks on an absolute or relative basis.

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LIMITS & ALERTS

Keep on top of portfolio limits

Daily alert notifications and pre-warning levels to guard against portfolio limit breaches. Use automated alerts to stay on top of risk limits, sector exclusions, country of risk and more.

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Experience the power of Sesame's analytics for yourself

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Testimonials

You'll be in great company

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

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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.

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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

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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

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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

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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

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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