Enhancing family office services with Landytech’s Sesame platform
Accuro is a progressive trust and private office company that provides trust and family office services to UHNW families, entrepreneurs, and family businesses. The company adopted Landytech’s Sesame platform to automate and consolidate assets in a single report. This case study explores how Accuro leveraged Sesame to meet the needs of complex global clients; whilst improving internal efficiency and providing clarity on clients’ assets in terms of asset positioning and analysis across all assets.

About the Company

Accuro
- Location St Helier, Jersey
- Type Financial Services
- Founded 2017
- Services Trusts & Private Office
About the Service Provider

Seeking a tech solution
Accuro’s Private Office helps families achieve both their financial and non-financial goals by working together to realise their shared vision for the future. Whether clients want to outsource their private office needs to save time and costs or improve their family office services. Accuro’s 150 experts help as if they were part of the family’s own team.
Given the task at hand, Accuro sought a solution that would allow it to develop and offer comprehensive and timely reports to its clients, who required detailed insights into both trust-held and personal assets.
Challenges and objectives
Accuro caters to an expanding pool of global customers requiring detailed analysis reports of their diverse investment portfolios, encompassing real estate, private equity, financial investments, and collectables.
Previously, creating and assembling these reports was a manual, time-consuming task, primarily done through spreadsheets. To improve their productivity, Accuro sought a software solution to streamline this procedure. The right software would allow more time to be allocated towards higher-value client services and boost the accuracy of the information in these analyses.
Four ways Sesame helped
Integration: Accuro and the Landytech team joined forces to connect the Sesame platform with direct data feeds from different banks and financial groups. That allowed Accuro to receive the latest updates every day. This phase was crucial for achieving long-term efficiency.
Customisation: The software platform was flexible enough to allow Accuro to tailor reports to client specifications. That involved accommodating diverse asset classes and providing a comprehensive view of their portfolios.
Enhanced reporting: Accuro used Sesame to generate comprehensive, visually appealing reports, including asset allocation, currency exposure, and geographical distribution. That allowed their clients to gain a better understanding of their investment portfolios and compare their performance against existing benchmarks.
Efficiency Gains: The T+1 reporting feature of the platform enabled near real-time data consolidation, significantly reducing the time spent on manual reconciliation. That led to an 80% reduction in the time needed to prepare reports, allowing for the allocation of resources to other services that add more value.
The results
Accuro and its clients witnessed remarkable improvements after incorporating Sesame into its operations. Below are the three main benefits:
- Time savings: Report preparation time reduced by 80%
- Enhanced report quality: Clients received more detailed and visually engaging reports
- Client satisfaction: Positive feedback and increased client engagement, with clients eager to add more assets to the platform
Stephen Weaver, the Head of Client Accounting and Family Office, describes the impact of Sesame by saying, “Sesame’s real-time data consolidation and enhanced reporting capabilities have transformed our workflow, enabling us to provide clients with comprehensive and timely insights.”
According to Weaver, the platform’s flexibility and efficiency have significantly enhanced the company’s service offering and engagement with clients. Sesame provided them with consolidated data to affirm discussions with clients around their wider wealth strategies. In addition, Accuro gained the ability to anticipate challenges within portfolios and proactively mitigate them.
Future plans
Accuro plans to continue leveraging Sesame to expand its reporting capabilities, including developing more in-depth income and expense reporting. The ongoing collaboration with Landytech aims to further enhance the platform’s features, ensuring Accuro can continue to provide exceptional service to its clients.
The responses in this case study have been verified by the Simple team.
Further Reading

Trump capital: A family office built on real estate, brand and politics
Real EstateDonald J. Trump’s wealth sits inside a family-controlled enterprise that often behaves like a family office. The Trump Organization manages a concentrated real-estate portfolio alongside licensing and brand-linked ventures, with family members holding senior roles. This case study examines structure, governance, and risk through a family office lens, separating operating company from family wealth, mapping […]

Mukesh Ambani: Leading India’s industrial transformation
LeadershipMukesh Ambani, head of Reliance Industries, embodies India’s industrial transformation. The wealthiest man in India’s journey from humble beginnings to leading a multi-sector giant highlights how a father’s vision continues to unfold decades later. This case study dives into his early life, the family business, and the family office. It also offers key takeaways for […]

How Canopy streamlined Jewelake Management’s investment operations
WealthTech InvestmentsJewelake Management was founded in Singapore in 2015 as a single-family office with a global focus on healthcare investments. In 2024, the firm expanded its scope to include External Asset Management (EAM), enabling it to serve multiple clients in addition to managing its own assets. The Jewelake team brings extensive experience working with general partners, […]

Elevating a family office’s risk posture with Accordant Global Partners
Risk managementWhen a single family office, with headquarters in the US and Australia, faced increasing complexities, it became evident that a more professional and proactive method for managing risks was needed. Initially, the family office relied on various local providers and internal resources, resulting in a disorganised strategy that kept them in a reactive stance. In […]