The challenge
An advisor was supporting two private family office principals. They helped them with asset aggregation reporting and investment advisory. The reporting itself was an arduous monthly exercise. They had to stitch together PDF statements. They had to rebuild spreadsheets. Then they had to hunt down missing data across multiple banks, custodians and general partners. And to get both the reports ready on time for the principals took three full days, or roughly 10% of their working hours per month.
The real problem was in the absence of clean, structured data. That meant executing crucial tasks, such as evaluating performance and risk exposure, took up too much time. Figuring out fee transparency, or running custom financial models, was also slow and complicated. And that ultimately resulted in slowing down faster and more confident investment decisions within the advisor’s existing models
Choosing a solution
The advisor didn’t just choose the first option. They checked out two other service providers first. They were looking for software that could give them genuine flexibility for reporting. It also had to deliver the powerful analytics they needed to satisfy both principals.
Moreover, most importantly, was the team behind the platform. The team would have to be willing and enthusiastic about handling custom requirements. And Sesame One won that assessment easily. The Landytech team was able to show clear proof that its platform was constantly improving, as well as demonstrate enthusiasm when responding to clients’ requests.
The impact
Today, Sesame One now drives the advisor’s monthly reporting packs for the principals. Meaning, all templates are easily adjusted. The advisor can add or delete sections at will. They can also reorder or drill into details with ease, depending on requests.
The ability to export any table or dataset directly from Sesame One is also pivotal for the advisor. With clean, structured data at hand, the advisor runs granular analyses: performance and exposure checks, fee breakdowns and other modelling that were previously too time-consuming and challenging to produce.
Real results
Reporting time has been cut from roughly three days to three hours per month. Freed from manual compilation, the principals receive consistent reporting packs earlier, and the advisor now channels that time into granular portfolio insights and analysis that directly inform reallocation decisions.
The productivity gains are tangible, but the bigger win is investment decision quality. The exported datasets feed the advisor’s trusted bespoke models, making insights both timely and robustly supported.