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How Landytech is Revolutionising Client Reporting in the Investment Management Industry

Following Landytech's recent win in the Client Reporting category at the WealthBriefing Channel Island Awards, our COO, Gregory Chouette, had the pleasure of sitting down with Clear Path Media, the organisers of the awards, for an interview. In the discussion, Gregory shares insights into the foundations of our success, the challenges we’ve overcome and our vision for the future of wealth management.

The Future of Family Office Reporting

Once confined to a world of spreadsheets and static presentations, family office reporting is beginning to take on a radically different form as automated data consolidation and near-real-time portfolio monitoring become the norm.

How Sesame Revolutionises Reporting for Family Offices

As family portfolios become more complex and the data burden increases, family office staff are increasingly bogged down in spreadsheets and legacy systems that struggle to keep up. And as families become exposed to more and more sophisticated digital experiences across all areas of life, expectations of the service they receive from their family office is evolving rapidly.

Find out how family offices across the globe are using Sesame to transform their data and reporting workflows, freeing up time for them to deepen relationships with families and grow their business.

How Sesame Revolutionises Reporting for Asset Managers

To date, there has been reluctance from asset managers when it comes to fully digitalising their reporting processes. But as investor service expectations evolve in their pursuit of clearer insights, more risk metrics and visually compelling reports, asset managers need the on-demand flexibility to keep up.

Coupled together with the increasing complexity of regulatory reporting, firms are turning to software platforms that can provide them with a single ecosystem for their data and the powerful analytics and reporting engine they need to futureproof their business and set themselves up to win institutional mandates.

6 things you need to build investment reports that clients love

When it comes to reporting, many firms still rely on outdated technology and legacy systems. Combining data from multiple sources and offline spreadsheets is an inefficient process that takes far too long, is highly prone to manual errors, and limits reporting flexibility.

It is no revelation that clients are increasingly savvy investors, and at a time of increasing market volatility and industry competition, expectations are soaring. Clients want on-demand, granular reporting, and legacy processes are straining under the pressure.

Why investment reporting needs to change

Many members of the investment management community, hesitant to act as early adopters, have resisted pressure to fully digitalise and automate reporting – so far. Firms often want to see that new technology has been implemented successfully at competitors before making the leap. However, across the investment management spectrum, the need for a radically different approach to investment reporting has never been greater.

Increased competition and industry consolidation makes delivering – and proving – higher returns more important than ever, requiring advanced analytics and reporting. It’s also putting the squeeze on fees, pressuring firms to reduce the total cost of ownership for their IT tech stack and legacy systems. More efficient solutions need to be found if operational alpha is to be achieved.

In this shifting landscape, implementing a data-driven, agile approach to investment reporting can help asset and wealth managers get back ahead of the game.

Portfolio analytics: Why cloud solutions are the future

In recent years, the complexity of performance measurement and risk calculations and the volume of data required to fuel them has increased exponentially, presenting asset managers with a significant challenge.  

Cloud-based investment management software: 5 reasons you can't afford anything else

Asset and wealth manager attitudes towards cloud-based investment management software systems have undergone a radical transformation in recent years.