Landytech SesameLandytech
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Related Products
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About
Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.
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About
Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations
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Audience
Companies searching for a solution to manage their data consolidation, performance analytics, and automated reporting operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCanopy
Founded: 2013
Singapore
www.canopy.cloud/
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Company InformationLandytech
Founded: 2018
United Kingdom
www.landytech.com/product
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Google Sheets
Microsoft Excel
PostgreSQL
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