DIGITISED TRUST MONITORING

The future of trust portfolio monitoring

With near-real-time data all on one platform, take your monitoring to the next level with a complete view across investments, cash and private assets.

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Embody your fiduciary responsbility

DATA CONSOLIDATION

Client portfolio data at your fingertips

With direct feeds from 400+ of the largest custodians and banks, data is refreshed on a T+1 basis to fuel your portfolio monitoring and reporting workflows.

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MONITORING OVERSIGHT

A complete view of portfolios

Understand performance, risk and allocations against market benchmarks, with the insight you need to scrutinise performance against trust objectives.

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LIMIT AND BREACH REPORTS

Guard against IPS breaches

Use Sesame's alerts system to demonstrate outstanding fiduciary duty by alerting investment managers to IPS breaches as they occur, so they can be quickly rectified.

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PROFESSIONAL SERVICES

Leverage our investment expertise

Our professionals services team use their extensive investment management expertise and harness the power of constantly evolving data to provide you with meaningful insights so you can make informed investment decisions.

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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