Family Office Software

The command centre for managing multigenerational wealth

Sesame allows family offices with multi-asset portfolios to resolve critical data aggregation, analytical and reporting challenges to inform investment decision making and achieve operational efficiency.

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Make informed investment decisions

Access a complete view of your entire multi-asset portfolio in a live dashboard, with rich insights into performance, exposure, liquidity, risk and forecasts.

Automate operational processes

Spend less time sourcing, cleaning and mapping your data. Connect automatically to all of your custodians and seamlessly integrate data for non-custodied assets.

Mitigate risk in your family office

Reduce the risk of manual error in data management and reporting. Stay on top portfolio developments with notifications and a mobile app.

Simplify processes, maximise returns

An investment management platform that delivers clear ROI

Automate your most burdensome data management processes to drive efficiency and reduce costs. Access institutional-grade analytics and reporting to inform decisions that maximise investment outcomes.

Save more than 80% of the time currently spent on reporting

Reduce the hours spent every week on data consolidation to minutes

Respond to ad hoc reporting requests in minutes not days

Save more than 80% of the time currently spent on reporting

Respond to ad hoc reporting requests in minutes not days

Sesame for family offices

Save hours on data consolidation and creating reports. Get instant insights into portfolio performance, exposure and risk.

All the tools you need to manage multigenerational wealth

Manage all of your public and private assets with confidence and precision

Aggregated data

Ownership structures

Portfolio analytics

Private market analytics

Stakeholder reporting

Aggregated data

Receive aggregated, standardised and enriched data from all of your banks and custodians, seamlessly integrated with data for any private and alternative assets.

Over 500 custodian feeds
Intuitive tools for non-custodied assets
10,000+ connections to banks through open banking
Enrichment through data vendors and custom metadata
Rigorous data validation protocols

Manage ownership structures

Visualise your ownership structure across all legal entities including investment vehicles, holding companies and trusts.

Seamlessly manage co-ownership and pro rata ownership structures
Account for intercompany loans
Granular user permissioning and rights of access

Institutional-grade portfolio analytics

Analyse your entire portfolio of investments with full drill-down flexibility and intuitive visualisations across key performance, risk, liquidity and exposure metrics.

Performance contribution, P&L and relative performance metrics
Analyse the sources of your portfolio’s relative performance (attribution)
Understand your exposures across all asset classes and investment vehicles
Slice-and dice your portfolio from any dimension (sector, region, currency, etc.)
Assess portfolio risk with stress testing, scenario analysis and factor decomposition, powered by MSCI BarraOne and RiskMetrics
Evaluate portfolio liquidity for optimised cash flow management

Private market analytics

Analyse performance across your entire private capital portfolio including private equity, venture capital and real estate.

Review multiples (DPI, TVPI, RVPI) and internal rate of returns (IRR)
Project future capital calls and distributions at individual fund and portfolio level
Track fees and expenses across funds
Assess the impact of future cashflow projections and exposure assumptions to reach and maintain your target allocation

Deliver tailored reporting to stakeholders

Provide continual and tailored communication on all aspects of the portfolio to your team and stakeholders. Build custom reports in minutes so you can respond quickly to any ad hoc requests.

Professional PDF reports that automatically refresh
Templated and customisable reports
Dynamic and interactive analytical reports
Automated scheduling and distribution

Testimonials

You'll be in great company

Hear 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

Secure and compliant

Landytech’s products are backed by the most highly prestigious certifications and represent an industry-leading standard, so family offices can feel confident all of their data remains secure