The complete investment data aggregation, analytics and reporting platform
Accelerate your way to complete visibility across your multi-asset portfolio with one platform for investment analysis, modelling and reporting.
Experience the power of Sesame for family offices, in your own time and at your own pace.
Achieve operational efficiency with automated data consolidation and reporting. Inform investment decision making with institutional-grade portfolio analytics.
How family offices gain a strategic vantage point with Sesame
Data consolidation
Receive a daily feed of consolidated, standardised and enriched data from all your banks and custodians. Seamlessly integrate data for any private and alternative assets.
Performance and Risk Analytics
Gain instant insights on the levels and sources of performance and get a clear view of exposures across your entire multi-asset portfolio. Access advanced risk metrics, powered by MSCI BarraOne, so you can understand your underlying risk drivers.
See a detailed breakdown of income, fees and costs, and manage future liquidity needs with cash flow projections.
Ownership Structures
Replicate even the most complex ownership structures, with granular user permissions to match. See your various legal entities such as trusts, holding companies and personal accounts, all the way down to individual holdings, in one dashboard.
Consolidated Reporting
Transform the gruelling process of reporting to stakeholders and family members into a seamless exercise. Use our bank of templated reports to get started or build fully customised reports without hours of manual work.
Brochure
Self-guided Tour
Experience the power of Sesame for family offices, in your own time and at your own pace.
Buyers Guide
Testimonials
Here what our amazing clients have to say about working with us.
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
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
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
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 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
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
Our pricing model for family offices is dependent on several factors including the number of managed feeds, legal entities, portfolios, assets and users. In order for us to give you a more accurate estimate we'll need a few more details from you. You can leave your details by filling in our contact us form here, and one of our team will get back to you.
Our report builder enables you to fully customise all components within your report, add your businesses logos and utilise your brand colour palette. The reports will have the look and feel of a fully branded marketing department approved in-house solution.
We aren't able to provide access to a demo or trial account at this time. You can however request a demo of Sesame by clicking here. Our demos are completely tailored to your use case so you can get a real feel for the value Sesame can deliver for your business.
Landytech is ISO27001 certified, and the Sesame infrastructure is fully hosted in the Microsoft Azure cloud. We insist on confidentiality, integrity, and availability of customer data, while also enabling transparent accountability. We follow security best practices at each level of our applications and we always take security into account in all our processes.
We have created a portfolio management system (PMS) specifically for private assets, allowing you to manage all of your private investments. From co-investments, to cars, to alternatives, Sesame allows the user to bulk import data, add transactions and positions, and update valuations.
We can provide a wide range of templated reports including, holdings, flows, performance (overview and contribution), allocation, risk, movements, costs, cash and more. The main benefit of our offering is our report builder function, which empowers users to create powerful reports on the fly and at scale.
Insights to help you build institutional-grade analytics capabilities
8 Jan 2024 | BLOG
In a less than certain world, it is not just economic headwinds family offices are having to contend with. Discover the top 10 trends shaping the agenda for family offices in 2024.
19 Oct 2023 | WEBINAR
Landytech's Benjamin Mouté, along with Joseph Larizza of Mirador, Inc. and Robert Barwise-Carr from Mazars, discussed how family offices could tackle the challenges associated with private asset reporting.
12 Oct 2023 | CASE STUDY
Discover how a London-based multi-family office upgraded from an Excel-based ledger system to Sesame, saving days each month on data consolidation and reporting that could be reallocated to business growth initiatives.
London Office
52a Cromwell Road
London, SW7 5BE
United Kingdom
Paris Office
140 rue Victor Hugo
92300 Levallois-Perret
France