How Landytech is Revolutionising Client Reporting in the Investment Management Industry

Following Landytech's recent win in the Client Reporting category at the WealthBriefing Channel Island Awards, our COO, Gregory Chouette, had the pleasure of sitting down with Clear Path Media, the organisers of the awards, for an interview. In the discussion, Gregory shares insights into the foundations of our success, the challenges we’ve overcome and our vision for the future of wealth management.

Below is the full interview, which features in the WealthBriefing Channel Island Awards Acclaim Magazine, published in January 2025.

Gregory Chouette
COO, Landytech

Landytech is revolutionising reporting processes through its cutting-edge platform, Sesame. By providing a single source of truth via data aggregation, enhanced portfolio analytics, and consolidated reporting, Sesame empowers managers and advisors of private wealth to streamline processes, deliver actionable insights, and focus on building deeper client relationships.

What was the winning formula of your firm that explains why you won?

"Our success is rooted in a steadfast commitment to building robust and automated data connections with financial institutions across the globe. We are now connected to over 500 custodians and are the best-connected investment management platform in Europe. The company is also committed to providing an industry-leading, intuitive experience for building client reports.

These commitments have been exemplified by our work with Accuro, a leader in the trust and private office space. With Sesame, Accuro’s team achieved an 80% reduction in report preparation time while enhancing the depth and visual appeal of their reports. This delivered internal efficiencies and resulted in overwhelmingly positive client feedback that led to new business growth. By delivering tangible value and measurable results, we’ve established ourselves as a trusted partner for firms seeking to futureproof their services."

What are you going to do to remain competitive and stay ahead?

"Investing in a platform capable of automated data sourcing may seem like an added expense at first, but the savings in the long run far outweigh the initial outlay. By eliminating manual data entry and reducing the likelihood of errors, significant cost savings can be made on labour and reduced risk of mistakes incurring costly regulatory fines. The less time spent on repetitive bookkeeping tasks also means that this time can be reinvested into other higher value work."   

What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances? 

"By focusing on adaptability and collaboration, we overcame the hurdle of integrating diverse data sources, ensuring a seamless flow of timely and accurate data for our clients. We ensured our platform can accommodate the increasingly complex asset classes and reporting preferences of UHNW clients.

The pace of technological change demands agility. We’ve built a culture of continuous improvement at Landytech, ensuring we can iterate quickly, address challenges proactively, and seize opportunities as they arise."

Where do you see the wealth management industry and your part of it going in the next five years? 

"As clients demand greater transparency and personalisation, we foresee three key trends shaping the next five years: automation and efficiency gains, enhanced client experiences, and an increased focus on data security.

At Landytech, we’re excited to help shape this future. By empowering managers and advisors of private wealth with cutting-edge tools and insights, we’re not just keeping pace with the industry, we’re helping drive it forward."

You can read the full Acclaim Magazine and Gregory’s interview here.