Landytech

Category: Family Office Software

Landytech is a leading provider of investment management platforms, offering advanced solutions designed to empower family offices, asset managers, and other financial institutions. The company's flagship platform, Sesame, delivers comprehensive investment data aggregation, analytics, and reporting capabilities. Designed to streamline investment management processes, Landytech enables clients to make informed decisions with consolidated data and automated reporting, thus enhancing operational efficiency and strategic insight.

Landytech's solutions cater primarily to family offices, providing a complete platform for managing multigenerational wealth. The platform offers features tailored for asset owners and trust companies, ensuring total transparency and control over multi-asset portfolios. Through its automated functionalities, Landytech supports the evolving needs of modern family offices by facilitating seamless advisory and reporting services at scale.

Key features of Landytech's platform include data aggregation from over 500 custodians, institutional-grade analytics, risk management, and real-time monitoring. Clients benefit from the ability to receive clean, standardized data, enabling accurate and timely investment analysis. With modules such as Doc AI and risk management, the platform is built to address complex investment scenarios and regulatory compliance.

Landytech serves a diverse client base, including single and multi-family offices, private banks, and asset managers. The company has formed strategic partnerships with firms like Quantios, integrating Sesame Data with Quantios Core to enhance data connectivity and operational capabilities. This ecosystem of partners allows Landytech to offer a comprehensive suite of tools and services that cater to the specific needs of its clients.

From a technical standpoint, Landytech leverages a cloud-based architecture that ensures scalability, security, and flexibility. This infrastructure supports seamless integration with existing systems and third-party platforms, offering API availability for enhanced data connectivity. Such integration capabilities are crucial for clients who aim to optimize their investment processes and achieve a more data-driven approach to wealth management.

Key Features

Landytech's platform is designed to empower family offices with sophisticated investment management capabilities, focusing on data aggregation, analytics, and reporting. As a cloud-based solution, it offers scalability and flexibility, allowing clients to streamline their operations and make data-driven decisions.

Investment Data Aggregation
Automated Reporting
Multi-Asset Portfolio Management
Risk Management
Real-Time Monitoring
Doc AI for Document Processing
Custodial Data Standardization
Institutional-Grade Analytics
Compliance and Regulatory Reporting
Customizable Dashboards
API Integration
Multi-Custodian Connectivity
Client Collaboration Tools
Liquidity Planning
Data Security and Governance

Use Cases

Landytech's platform is well-suited for various implementation scenarios within family offices, ranging from single to multi-family setups. It aims to improve operational workflows, enhance data visibility, and support comprehensive investment strategies.

Automate portfolio reporting for quarterly family meetings
Consolidate multi-asset data for real-time analysis
Streamline compliance reporting processes
Enhance client advisory services with bespoke reporting
Facilitate seamless data integration with custodians
Optimize liquidity planning and cash flow management
Implement risk management strategies across portfolios
Enhance transparency in investment performance
Automate document processing and storage

Integrations

Landytech offers robust integration capabilities, supporting API connectivity and data exchange with a wide range of financial platforms. This approach enables seamless integration with existing systems and enhances the platform's functionality through strategic ecosystem partnerships.

Quantios Core
Bloomberg
Factset
500+ Custodian Networks
Private Banks
Wealth Management Platforms
CRM Systems
Compliance and Regulatory Platforms
Accounting Software