Landytech vs Black Diamond Wealth Platform

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landytech

Landytech

Category
Portfolio Management

Landytech is a financial technology company empowering family offices to make informed investment decisions on a single version of the truth. Its solution, Sesame, is the investment reporting platform that brings clarity to complex wealth.

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black diamond

Black Diamond Wealth Platform

Category
Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

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Company
Employees

  • 101 -150

Revenue

Founded

  • 2018

Ownership

  • Owned by management
  • External investors

Incorporated

  • United Kingdom

Locations

  • London
  • Paris

Top markets

  • United Kingdom
  • France
  • Switzerland
  • Channel Islands (Jersey, Guernsey)
  • Germany

Total AUM

  • $100 billion

Avg. AUM per client


  • 500+


  • $4.633 million


  • 2003


  • Owned by a larger corporation


  • United States of America


  • Jacksonville
  • Florida
  • New York
  • San Francisco
  • California


  • United States of America


  • $1.9 trillion


  • $1.2 billion

Client
Focus

  • Single-family offices

Serves also

  • Multi-family offices
  • Fund managers

Number

  • 70+


  • Independent financial advisors


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors


  • +1.800 firms

Product
Main Tasks

  • Accounting
  • Bookkeeping
  • Cash Flow Management
  • Data Consolidation
  • Private Asset Reporting
  • Look-through Ownership Structures
  • Document Management
  • Portfolio Analysis

Top features

  • Ability to whitelabel
  • Custom reports
  • Full multi-Currency support

Assets supported

  • Bankable or financial assets & funds
  • Foreign exchange
  • Lifestyle assets & rare collectibles
  • Private equity & direct investments
  • Real Estate

Compliance

Whitelabel

  • Yes


  • Accounting
  • Consolidated reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (execution on platform)
  • Trading (orders only)
  • Data aggregation


  • User interface
  • End client experience (client portal)
  • Data quality/data integrity
  • Exceptional service model
  • Billing
  • Trading/rebalancing
  • Sophisticated report output
  • Business intelligence


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • RCI
  • SmartRIA


  • Yes

Technology
Type Of Software

  • SAAS
  • Serviced software

Security

Ecosystem

Integrations

  • Reporting systems
  • Ledger systems
  • Administrative systems
  • ERP
  • Portfolio management systems

Mobile App

  • No


  • Serviced Software
  • SaaS


  • SSO & MFA (Single Sign-on and Multi-Factor Authentication)
  • Encryption In-Transit and At-Rest
  • Vulnerability and Penetration Testing
  • Source Code Analysis
  • Data Integrity Validation
  • Multi-Layered Endpoint Protection
  • Network Security including Web Application Firewall and Intrusion
  • Detection Secure Document Vault
  • Access Control (Role Based Permissions with Principle of Least-Privilege)
  • Firm Configurable Security Settings
  • Security Awareness Program


  • Microsoft
  • Linux


  • More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
    1. – CRM: Salentica, Redtail, Salesforce
    2. – Trading & rebalancing: Redblack, Blaze, iRebal
    3. – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
    4. – Risk management: RCI, Hidden Levers
    5. – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
    6. – UMA/SMA: Adhesion, SMArtX


  • Yes