At a glance (TL;DR) 

• Landytech chosen for: Proven investment manager connectivity and data feed capability 

• Current coverage:  70% of investment managers and portfolios 

• Primary benefit: Automated transaction processing that reduced manual posting by 70% 

• Data foundation: Platform for enhanced client investment monitoring and reporting 

• Strategic impact: Supporting retention, growth, and margin improvement 
  
  

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Affinity needed a provider capable of integrating with its key custodians and investment managers, including its own in-house investment firm at the time. While several providers could manage banking feeds, none solved the more complex challenge of custodian and investment data integration. 

Landytech’s ability to demonstrate existing coverage across major investment managers, along with a willingness to develop any missing feeds, proved decisive. It gave Affinity the opportunity to transform its bookkeeping operations and lay the groundwork for a new generation of client-facing investment reporting services. 

Affinity now receives daily transaction data from Landytech, enabling bookkeepers to review and post daily rather than waiting until quarter-end. This approach has reshaped team workflows and dramatically reduced the volume of transactions needing manual intervention. 

Previously, quarter-end involved intensive reconciliation across all portfolios. Now, bookkeepers focus on exceptions and the subset of transactions that can’t be posted automatically. This change has smoothed workloads, reduced bottlenecks, and improved data timeliness. 

The most tangible benefit so far has been the adoption of straight-through bookkeeping, significantly reducing manual posting by an initial 70% with expectation to further increase efficacy. 

“I see it as a data-improvement process - driving efficiency and improving recoverability. With Landytech we’re able to process transactions in an instant.” 
James Wetherall, COO, Affinity Trust Limited  

Automation has allowed bookkeepers to focus on higher-value tasks, such as exception handling, reconciliation, and client account support, rather than repetitive data entry. 

Today, approximately 70% of Affinity’s investment managers and nearly 70% of client portfolios are connected through Landytech’s feeds. This high level of coverage has delivered sustainable, scalable automation for the firm. And the firm continues to expand integration across additional custodians and managers, extending automation’s reach further. 

Affinity has always seen automation as a starting point, not an endpoint. With clean, timely data now flowing automatically, the firm is building on this foundation to enhance investment monitoring and client reporting. 

Clients increasingly expect real-time access to investment data, and Affinity intends to meet that demand. With Landytech’s Sesame One platform, the firm plans to offer clients a secure window into their portfolios. 

“Landytech has provided the data foundation to transform how we work. It’s delivered efficiency through automation, freeing our team to focus on higher-value tasks, while enabling the development of enhanced investment reporting services that will strengthen client relationships and drive future revenue.” 
James Wetherall, COO, Affinity Trust Limited 

Affinity’s automation journey forms part of a broader programme to digitise workflows, and deliver an enhanced client service. 

• Efficiency & recoverability: Reduced manual posting and better utilisation of team time. 

• Client retention & growth: Enhanced data quality enables more sophisticated investment monitoring and client experiences. 

The  partnership with Landytech has transformed its investment bookkeeping from a manual, time-intensive process into an efficient, automated workflow. The firm now operates with cleaner data, faster processing, and a strong foundation for developing enhanced investment reporting services - key to driving future client retention and revenue growth.