FAMILY OFFICE CONSOLIDATED REPORTING

Create better reports, faster

Operate from a single source of truth for all your reporting. Reduce manual intervention and time spent producing reports by automating all your reports in one system.

Book a demo
Reporting

Automated reporting to save you time

REPORT LIBRARY

A comprehensive library of templated and customisable reports

Automate the production and scheduling of reports to end users including consolidated performance reports, cash reporting, and fee analytics.

FO-templated-and-customisable-reporting

CONSOLIDATED DATA

Reporting from a single source of truth

A single platform for all your data, validated and enriched with the latest market and reference data, to create a golden source of truth for all your reporting.

FO-data-consolidation---header-graphic

INTERNAL REPORTING

Internal performance and risk reporting

Instantly create summaries or detailed pictures of performance and risk, tailored with the metrics and analytics that you need to make informed investment decisions.

Family-office-reports

REPORT BUILDER

Bespoke reports, at scale

Save time and create better reports with Sesame's Report Builder. Use your own branding and colour palette for consistency across material for clients and prospects.

Bespoke-reporting

REPORT SCHEDULER

Never miss a report

Set the frequency and format (PDF, Excel) for any report and outline approval workflows, so you can distribute reports as soon as they are ready.

Report-Scheduler

COMPLIANCE & GOVERNANCE

Full audit trail and history

Use the document management system as an exclusive space for storing and managing reports and any supporting files.

Audit-trail-document-management

Experience the power of Sesame's reporting for yourself

×

Testimonials

You'll be in great company

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

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

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

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