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For more information about our solutions for fiduciaries

For Fiduciaries

Automated Trust Administration

Fiduciaries are facing pressure to find scalable ways to grow, improve staff productivity and provide clients with a differentiated service. Combined with managing ever more disparate and complex data, now is the time for an automated solution.

Fiduciary

Challenges you may be facing

Fiduciary Challenges

Benefits of Sesame

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  • Standardised data feeds for book-keeping automation
  • Data consolidation and aggregation from multiple sources
  • Automated client and regulatory reporting
  • Single dashboard for monitoring total book of business
  • Systematic risk controls to mitigate business risk
  • Full transparency of client portfolios
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  • Performance analysis using customised benchmarks
  • Investment Policy Statements (IPS) to fulfil oversight duties
  • Fully customisable views and analytics
  • White-label solution for differentiated client services
  • Document management system for comprehensive audit trails

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SECURE
ARCHITECTURE
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INVESTMENT, RISK AND COMPLIANCE EXPERTS
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COVERAGE ACROSS
ALL ASSET CLASSES

Testimonials

“Landytech has developed a unique tool and solution for Family Offices. Sesame allows us to monitor a wide range of assets (traditional and alternatives), multi-currencies reports, a depth of data accessible in an organized manner. 

The asset aggregation and performance monitoring solution developed by Landytech also stands out for the high availability, deep financial knowledge and consistent expertise of its team. Their scalable support to meet our clients' needs is key.”


Paris-based Multi Family Office

“We use Landytech for two family office structures. Following an impressive demonstration of Landytech’s offering, we asked them to pitch alongside a reputable competitor. The decision to choose Landytech was unanimous. Their offering was far superior in terms of functionality, ease of use and presentation. During the course of our relationship, Landytech have delivered exactly what they promised and more. I cannot speak highly enough of both the platform and the team.”


FB Family Office

Ever since we started Tellworth, Landy have been a business essential service for us. They have proved to be flexible, responsive, commercial and understanding of our changing needs as we grow the business. This year with the challenges we have all faced that have really stepped up; helping us to look at risk and exposures in new ways and enabling better client relationships in the process.


Tellworth Investments

Brooklands have been using Landytech extensively for both Risk and Compliance. We have been very impressed with the service that has been provided and also the accuracy of the data quality. The platform has been very useful to monitor risk for all of our funds at a click of a button. The ability to carry out various stress testing (including Covid scenarios) has been very useful to our clients. Finally, the reporting tool has been very important to us and this serves multiple purposes, for example using it for our monthly fund factsheets or for best execution monitoring on the compliance side.


Brooklands Fund Management

Get in Touch

If you would like to learn more about Landytech’s solutions for fiduciaries, please contact our team of experts.

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