Landytech vs Private Wealth Systems

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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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Private Wealth Systems

Private Wealth Systems

Category
Consolidated Reporting

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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

–


  • 11-50


–


  • 2014


  • Owned by management
  • Clients are also owners


  • United States of America


  • Charlotte
  • New York
  • Salt Lake City


  • Switzerland
  • United States of America
  • United Kingdom
  • Saudi Arabia
  • Australia


  • $200 billion


  • $223 million

Client
Focus

  • Single-family offices

Serves also

  • Multi-family offices
  • Fund managers

Number

  • 70+


  • Single-family offices


  • Multi-family offices
  • Banks
  • Individual wealth owners
  • Fund managers


  • 650+ UHNWIs and family offices

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
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Data aggregation – our direct bank feeds captures 3x more data than other providers.
  • Data validation – we perform daily reconciliation and correct bank data errors.
  • Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
  • Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
  • Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.


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


  • GDPR


  • Yes

Technology
Type Of Software

  • SAAS
  • Serviced software

Security

–

Ecosystem

–

Integrations

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

Mobile App

  • No


  • SaaS
  • Serviced software


  • Multi factor authentication
  • Application scanning
  • Network scanning
  • Encryption at-rest and in-transit
  • Data leakage prevention (DLP)
  • User level access controls
  • Annual audits by global banks


  • Microsoft


  • API that can connect with any third party system including CRM, bill pay


  • Yes