Landytech vs Canopy

You are looking for alternatives to Landytech. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Landytech

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.

Canopy

Consolidated Reporting

New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest.

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

–

50-100

$2.5 million +

2014

External investors (neither clients nor staff)
Clients are also owners
Key staff also have ownership
Owned by management

Singapore

Singapore

Singapore
Hong Kong
United Arab Emirates

$174 billion+

$30 million+ (per HNWI)

Client

Focus

Single-family offices

Serves also

Multi-family offices
Fund managers

Number

Single-family offices

Individual wealth owners
Multi-family offices
Financial advisors
Banks
Fund managers

+2,400 UBOs (of which +20 billionaires) and approx. +350 wealth managers (i.e. SFOs, MFOs, RIAs, EAMs, WMs, PBs, trustees & etc.)

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

Consolidated reporting
Portfolio management
Data aggregation
Risk management
Impact/ESG reporting
Backoffice
Accounting

Asset/account consolidation
Investment/portfolio data aggregation
Multi-bank, multi-asset class, multi-currency reporting
Data Visualization
Data Analytics / Insights
BPO
Fully customized reporting on bankable and non-bankable assets, Real Estate, Art and more
Insight messages via email / whatsapp to stimulate client action
General ledger
Data sovereignty where each
client gets their own database for 24/7 write/access

Bankable assets (Equities, Fixed income, Funds, and Derivatives)
Private equity
Real estate
Rare collectibles

MiFID II
GDPR
FinSA/FinIA

Technology

Type Of Software

SAAS
Serviced software

Security

–

Ecosystem

–

Integrations

Reporting systems
Ledger systems
Administrative systems
ERP
Portfolio management systems

Mobile App

Serviced software
SaaS
Fully standalone

Anonymity of personally identifiable information
International security standards
Data and database encryption
Ethical hackers
Firewall systems
2fa authentication
Four-eyes updates and improvements
Restricted access
Staff training
ISO 27001 certified

Plugs into any system via APIs
Xero
Sage
Quickbooks
PowerBI
Converts non-standardized data into the desired data format i.e. ViewPoint, Abacus, NavOne account software etc.

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.

For more information on our privacy practices, please visit our Privacy Policy web page: https://andsimple.co/privacy-policy/

Necessary

Always Enabled

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Cookie	Duration	Description
__hssc	30 minutes	This cookie is set by HubSpot. The purpose of the cookie is to keep track of sessions. This is used to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. It contains the domain, viewCount (increments each pageView in a session), and session start timestamp.
bcookie	2 years	This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
lang		This cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidc	1 day	This cookie is set by LinkedIn and used for routing.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Cookie	Duration	Description
AMP_TOKEN		This cookie is set by Google Analytics - This cookie contains a token that can be used to retrieve a Client ID from AMP Client ID service. Other possible values indicate opt-out, inflight request or an error retrieving a Client ID from AMP Client ID service.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
__hstc	1 year 24 days	This cookie is set by Hubspot and is used for tracking visitors. It contains the domain, utk, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_ga	2 years	This cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_ga_Z66P6D175S	2 years	No description
_gat_gtag_UA_428085_65	1 minute	This cookie is set by Google and is used to distinguish users.
_gid	1 day	This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
Albacross - Cookie ID	1 year	The domain of this cookie is owned by Albacross. It is used as a analytical tools to identify the potential customers by setting a unique Id for the customers. The session Id is used to implement the preference choice made by the customer upon their re-visit.
Albacross - Visit ID	30 minutes	Sets a unique ID for a specific visitor. This ID can be used to recognize the visitor upon re-entry and implement any preference choices made. The cookie also allows the website to track the visitor on multiple websites for marketing purposes.
hubspotutk	1 year 24 days	This cookie is used by HubSpot to keep track of the visitors to the website. This cookie is passed to Hubspot on form submission and used when deduplicating contacts.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Cookie	Duration	Description
bscookie	2 years	This cookie is a browser ID cookie set by Linked share Buttons and ad tags.
personalization_id	2 years	This cookie is set by twitter.com. It is used integrate the sharing features of this social media. It also stores information about how the user uses the website for tracking and targeting.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

Cookie	Duration	Description
AnalyticsSyncHistory	1 month	Used to store information about the time a sync with the lms_analytics cookie took place for users in the Designated Countries.
helpful_user	1 month	This cookie is used by the “Helpful” plugin to check whether an Advice and FAQ article has been reviewed. It is similar to the PHPSESSID cookie, in that it stores a serialised string of characters in your browser to help check whether the user of the browser has reviewed an Advice or FAQ article on the Website. However, unlike the PHPSESSID, the helpful_user cookie is not removed at the end of your browser’s session and is instead stored in the browser for 1 month. This means that, even though you leave the Website and close your browser, when you return within a month to the Website, it will remember what Advice and FAQ articles you have reviewed. Reviews submitted through the “Helpful” plugin are anonymous, and this cookie stores no personal information.
li_gc	2 years	No description
pvc_visits[0]	1 day	This cookie is created by post-views-counter. This cookie is used to count the number of visits to a post. It also helps in preventing repeat views of a post by a visitor.
UserMatchHistory	1 month	Linkedin - Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences.