Landytech SesameLandytech
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Related Products
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About
FastTrackr AI is the AI transition engine for wealth management, built to move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped around real operational workflows, it helps firms automate the work that slows repapering, onboarding, account transfers, documentation, CRM updates, and compliance review. It brings transition execution into a single secure workflow, helping teams reduce manual coordination, prevent NIGO issues before submission, and keep every step traceable. FastTrackr AI supports form pre-population from CRM and custodian data, custodian-specific logic, data completeness auditing, and pre-submission validation to reduce rejection delays that can add days or weeks to a transition. It is designed for wealth management operations where one advisor's move can involve hundreds of client accounts, many forms, exception handling, audit records, and supervised communications.
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Wealth management firms and financial advisors that need to automate advisor transitions, client onboarding, and related operational workflows
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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
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24/7 Live Support
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Online
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Support
Phone Support
Supported
24/7 Live Support
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Online
Supported
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
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Pricing
No information available.
Free Version
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Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
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Live Online
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In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFastTrackr AI
Founded: 2025
United States
fasttrackr.ai/
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Company InformationLandytech
Founded: 2018
United Kingdom
www.landytech.com/product
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Integrations
No info available.
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Integrations
No info available.
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