6 key questions on Landytech and the value it brings to Ocorian’s Family Office clients

The management of family office assets is evolving rapidly, with technology taking centre stage in driving this transformation. Ocorian and Landytech’s recent collaboration highlights the rising importance of advanced data solutions in private wealth management. At Ocorian, we have adopted Landytech’s Sesame platform to advance our client reporting capabilities and streamline portfolio monitoring for our single-family office clients. As the world of wealth management grows more complex, partnerships like this are setting a new benchmark for transparency, efficiency, and client-centric service. In this article, Ian Rumens, Head of Private Client – Jersey, answers six key questions on the fundamentals of the platform and the value it brings to our family office clients globally. 

1. What is Landytech’s Sesame platform?

Landytech is a London-based fintech company that specialises in digital infrastructure for investment reporting, management, and oversight. Its flagship platform, Sesame supports more than $100 billion in assets and connects to hundreds of custodians and accesses an extensive network of financial institutions. Sesame is a cloud-native solution designed to simplify the complexities of multi-asset portfolio management for fiduciaries, family offices, asset managers, and trustees.

2. What challenges does Landytech’s Sesame platform address for family offices?

Sesame addresses challenges such as data fragmentation by unifying information from banks, custodians, private equity, real estate, and other asset types into a single, consolidated view. It reduces the reliance on spreadsheets and the burden of manual report generation. The platform supports the production of regulatory reports, including those required under UCITS, AIFM, MiFID and Solvency II. Sesame also enhances data security and standardises workflows to reduce human error, while delivering high-quality, on-demand reporting and digital transparency to meet sophisticated client expectations.

3. What are the key features of the Sesame platform?

The Sesame platform offers investment data consolidation by connecting with over 500 banks and custodians, providing near real-time updates, and centralising all investment data. It features a central dashboard for portfolio monitoring, allowing performance, risk, asset allocation, and cash flow analysis, with the ability to drill down into details. Reporting is customisable, enabling white-labelled report generation on both a periodic and ad hoc basis. Risk management tools are integrated, including leading risk analytics such as MSCI RiskMetrics and stress testing for complex structures. Additionally, Sesame is built to the highest standards of security and compliance, with ISO 27001 certification, GDPR compliance, end-to-end encryption, and robust access controls.

4. Who typically uses the Landytech Sesame platform?

Sesame is typically used by trust companies managing complex structures and compliance needs, family offices overseeing multi-generational wealth across diverse assets, asset managers operating discretionary mandates across jurisdictions, as well as wealth managers and private banks serving high-net-worth clients.

5. How does Landytech’s Sesame platform specifically benefit family offices?

Asset monitoring is centralised, allowing unified oversight and reporting of trust and family office assets. The platform makes compliance readiness easier by facilitating the generation of reports required for audits, tax authorities, and regulators. Comprehensive audit trails are maintained for transparency and defensibility, and a client portal offers consolidated digital reporting for clients and beneficiaries.

6. What cybersecurity measures does Landytech employ?

Landytech is dedicated to robust cybersecurity and data protection. The platform uses AES-256 encryption to secure data at rest and TLS 1.2 or higher for data in transit. Key management is handled with secure key vaults protected by hardware security modules. Strict role-based access controls and least-privilege policies are enforced to limit access. Monitoring and incident response are managed through SIEM systems that correlate logs and detect threats in real-time. Regular penetration testing ensures ongoing vulnerability assessments and updates, and security is integrated at every stage of development through a DevSecOps approach.

Reach out to the team to learn more about our Landytech Sesame platform partnership 

Ocorian’s collaboration with the Landytech Sesame platforms allows us to meet evolving client expectations for increased transparency and consolidated reporting, positioning Ocorian as a leading, tech-enabled service provider in the Family Office space. 

If you would like to learn more about how Landytech can support your family office, please reach out to the Ocorian team.