family office dashboard

Table of Contents

FundCount and Landytech both serve family offices, wealth managers, trustees, and investment teams that need better data aggregation, reporting, portfolio visibility, and stakeholder access. The practical difference is where each platform starts.

FundCount starts from accounting-backed reporting. Its family office platform brings portfolio accounting, partnership accounting, general ledger, alternative investment document intelligence, reporting, investor portal, and data aggregation into one workflow. FundCount supports equities, derivatives, private equity, real estate, debt, multi-currency and multi-book accounting, capital statements, NAV reports, nested-entity reconciliation, and portal publishing from the reporting workflow.

Landytech starts from wealth data, analytics, and investment reporting. Its Sesame One platform is positioned as a command center for multi-asset portfolios, built to solve data aggregation, analytics, reporting, and workflow challenges for family offices and investment teams. Landytech also highlights 500+ custodian data feeds, 10,000+ banks through open banking, Doc AI for alternative investment documents, ownership visualization, Reporting Builder, and API-led delivery through Sesame Data.

Bottom line: FundCount is the better default for family offices that want accounting-grade outputs, entity books, partnership accounting, reconciled reporting, financial statements, and investor portal delivery tied to one system of record. Landytech is still a strong fit when the main requirement is consolidated investment data, analytics, branded client reporting, API-led data delivery, and portfolio visibility.

Key takeaways

  • Choose FundCount if your first requirement is accounting-backed reporting. FundCount lets family offices consolidate wealth through a unified general ledger, auto-reconcile nested entities, automate P&L and cash flows, support look-through reporting, and publish NAV statements and documents from the reporting workflow.
  • Choose Landytech if your first requirement is investment data aggregation, analytics, and reporting. Sesame One resolves data aggregation, analytical, and reporting challenges for multi-asset portfolios, while Sesame Data supports custodial data, analytics, and reporting through modular API workflows.
  • FundCount has the clearer public starting price. FundCount publicly lists Single Family Office pricing starting from $34,099 per year, with digital transformation and hosting fees applying separately. Landytech does not list standard public pricing on the pages reviewed here.
  • FundCount is stronger for accounting-to-portal traceability. Its investor portal sits inside the FundCount ecosystem, so accounting data can flow to investors without manual re-keying.
  • Landytech is stronger for data connectivity and branded reporting workflows. Its data aggregation page highlights 500+ custodian data feeds, 10,000+ banks through open banking, and a dedicated database model, while its reporting pages emphasize scheduled, branded, and scalable client reporting.
  • The demo should not be a feature tour. Ask both vendors to show data ingestion, entity ownership, accounting impact, alternatives handling, reporting, portal publishing, corrected-report handling, and source-to-report traceability using your own structure.

Quick comparison table

Category FundCount Landytech
Current positioning Family office accounting and reporting platform with portfolio accounting, partnership accounting, GL, document intelligence, reporting, investor portal, and data aggregation Investment management and wealth data platform focused on data aggregation, analytics, reporting, APIs, workflow tools, and branded client reporting
Best fit Family offices that need reports, reconciliations, financial statements, partnership accounting, and portal delivery tied to the books Family offices, private banks, trustees, and wealth managers that need consolidated investment data, analytics, reporting, and client-ready dashboards
Accounting depth Portfolio accounting, partnership accounting, tax, investment, and real-time general ledger accounting in one platform Data and reporting layer. Public pages emphasize data delivery into bookkeeping and administration systems rather than a native full family office GL
Entity and ownership reporting Nested-entity reconciliation, automated P&L and cash flows, look-through reporting, and consolidated wealth views Ownership visualization across legal entities such as holding companies, trusts, foundations, and personal accounts
Data aggregation Pulls holdings and transactions from custodians and data providers, with automated double-entry accounting 500+ custodian data feeds, 10,000+ banks through open banking, standardized data, Doc AI, and physically separated client databases
Alternatives Supports private equity, real estate, debt, derivatives, and alternative investment statements inside accounting and reporting workflows Doc AI for alternative investment documents and tools for private equity, direct investments, real estate, collectibles, and non-custodied assets
Investor / client portal Built into FundCount. Publishes statements and documents from the reporting workflow with encryption, MFA, batch delivery, and branded access Reporting and client delivery through Sesame One and Sesame Data workflows, including branded reporting and scheduled report distribution
Reporting Built-in reports, adaptable templates, online interactive reports, approvals, encryption, and secure distribution Reporting Builder, Sesame Grid, templated reporting, premium reporting, scheduled delivery, and white-labeled reports
Security posture Encryption, MFA, deployment options, and single-tenant portal options ISO 27001 certification, annual SOC 2 audit, Trust Centre, and IP whitelisting referenced in public materials
Public pricing Single Family Office starts from $34,099 per year Not listed on pages reviewed
Main watch-out Requires clean setup of entities, chart of accounts, historical data, report templates, and portal permissions Stronger as data and reporting infrastructure than accounting system. Validate GL, reconciliations, and formal financial statement workflows

Sources for this table include FundCount’s family office, portfolio accounting, investor portal, and pricing pages, plus Landytech’s Sesame One, Sesame Data, data aggregation, reporting, Doc AI, and security pages.

Landytech vs FundCount comes down to one question

Do you need portfolio aggregation alone, or a full accounting and reporting system of record?

See how FundCount works

Bottom line

FundCount is the stronger choice for family offices that need accounting-backed reporting, entity books, partnership accounting, reconciliations, financial statements, and portal publishing in one workflow. Its platform aggregates portfolio and partnership accounting activity through a real-time general ledger and supports automated feeds, nested-entity reconciliation, look-through reporting, and secure portal delivery.

Landytech is the stronger choice when the buying decision is data and reporting led. It fits family offices and wealth institutions that want to centralize investment data, automate custodian feeds, generate branded reports, run analytics, and push data or reports into existing systems through Sesame Data APIs.

For accounting-led family offices, FundCount gives the cleaner operating model. It keeps accounting, reporting, statements, and portal delivery closer to the same source of truth. Landytech still deserves a look when the office already has an accounting core and needs a stronger investment data, analytics, and reporting layer.

Detailed comparison

1) Core positioning

FundCount

FundCount positions its family office platform around accounting and reporting first. The product brings portfolio accounting, partnership accounting, general ledger, alternative investment document intelligence, reporting, investor portal, and data aggregation under one roof.

That makes FundCount a better fit when the CFO, controller, or family office accounting team owns the buying decision. The platform is built around the idea that reports should trace back to accounting records, not sit in a separate dashboard layer.

Landytech

Landytech positions Sesame One as a command center for managing multi-asset portfolios. The platform focuses on resolving data aggregation, analytics, reporting, and workflow challenges for investment decision-making and portfolio control.

That makes Landytech a better fit when the office wants cleaner investment data, analytics, reporting, and scalable client communication. It starts from investment data infrastructure, not from a native accounting general ledger.

Practical takeaway

Choose FundCount if accounting and reporting control are the priority. Choose Landytech if investment data, analytics, and branded reporting are the priority.

2) Accounting and general ledger

FundCount

FundCount has the stronger accounting foundation. Its family office page says the platform uses a unified general ledger and aggregates portfolio and partnership accounting activity through a real-time general ledger. It also auto-reconciles nested entities and automates P&L and cash flows for faster closing and look-through reporting.

FundCount’s general ledger page adds that the platform supports multi-currency and multi-book accounting for IFRS and GAAP, consolidates financials across entities, and delivers income statements, balance sheets, and NAV reports.

Landytech

Landytech’s public pages focus on data aggregation, analytics, reporting, APIs, and workflow tools. Its Sesame Data materials say custodial data can be delivered into internal bookkeeping and administration systems through an API, which means Landytech can support accounting workflows without necessarily replacing the accounting core.

That does not make Landytech weak. It means buyers should confirm where entity books, journal entries, reconciliations, financial statements, and partnership accounting will live.

Practical takeaway

FundCount is the better fit when accounting is the system of record. Landytech is the better fit when another accounting or ERP system already handles the books and the office needs investment data, analytics, and reporting infrastructure.

3) Portfolio accounting and performance reporting

FundCount

FundCount supports complex investments such as currencies, swaps, derivatives, private equity, real estate, and debt instruments. Its portfolio accounting page also references return and statistical measures for benchmark comparisons and performance attribution.

This makes FundCount useful when the family office needs both accounting integrity and investment reporting. It is not just a ledger with reports attached.

Landytech

Landytech emphasizes institutional-grade analytics, reporting, and multi-asset portfolio control. Sesame Data delivers custodial data, analytics, and scalable reporting, while its analytics module powers performance, allocation, risk, and exposure insights through APIs and reporting workflows.

Landytech’s Reporting Builder and Sesame Grid also support analysis, modelling, scheduling, and custom report generation using integrated Sesame data and analytics.

Practical takeaway

FundCount is better when portfolio reporting must reconcile to accounting records. Landytech is better when the reporting layer needs flexible investment analytics, modelling, and branded portfolio reporting.

4) Entity structures and look-through reporting

FundCount

FundCount is built for complex family office structures. Its family office page highlights nested-entity auto-reconciliation, automated P&L and cash flows, and accurate look-through reporting.

This matters when a family office manages trusts, LLCs, partnerships, holding companies, foundations, and individuals. The reports need to show consolidated wealth and entity-level detail without maintaining parallel spreadsheets.

Landytech

Landytech’s data aggregation page says Sesame can visualize ownership structures across legal entities such as holding companies, trusts, foundations, and personal accounts, down to individual assets and liabilities. It also says each client can have a dedicated, physically separated database for data ownership and stewardship.

Landytech is strong when the family needs an intuitive data and ownership view. FundCount is stronger when that same structure needs accounting-grade treatment.

Practical takeaway

Both platforms support complex structures. FundCount is better when the structure needs accounting, reconciliation, and reporting discipline. Landytech is better when the structure needs investment data visibility and reporting flexibility.

5) Alternatives and private assets

FundCount

FundCount supports alternative assets in the same accounting and reporting environment as marketable assets. Its family office page lists alternative investment document intelligence, portfolio accounting, partnership accounting, and data aggregation as part of the same family office platform.

FundCount’s portfolio accounting page also references private equity, real estate, debt instruments, derivatives, and swaps as supported complex investments.

Landytech

Landytech emphasizes Doc AI and tools for alternatives and non-custodied assets. Its data aggregation page says Sesame can connect private equity, direct investments, real estate, and collectibles, while Doc AI automates text extraction from PDFs.

Landytech’s Doc AI page adds that Doc AI sits alongside 500+ managed custodian feeds and 10,000+ bank connections through open banking, with a review step to assess changes before submission.

Practical takeaway

Choose FundCount when alternatives need to tie into books, reconciliations, and financial statements. Choose Landytech when alternatives workflows center on document parsing, investment data enrichment, and client reporting.

6) Data aggregation and APIs

FundCount

FundCount pulls holdings and transactions from custodians and data providers to reduce manual collection and speed up reporting with automated double-entry accounting. Its family office page also says firms can maintain control over mappings and source data with private cloud or on-premises deployment options.

This makes FundCount a strong fit when data aggregation must feed accounting records, not only a reporting dashboard.

Landytech

Landytech has a strong data aggregation and API story. Its data aggregation page highlights 500+ custodian data feeds, 10,000+ banks through open banking, rigorous normalization, and a dedicated database model. Its Sesame Data custodial API page says the platform can deliver clean and standardized custodied investment data into bookkeeping and administration systems through a single API.

Landytech’s reporting API page also positions Sesame Data as a way to deliver tailored client investment reports into existing systems and portals.

Practical takeaway

FundCount is better when aggregated data must become accounting data. Landytech is better when the office wants modular APIs, external system feeds, and data infrastructure for analytics and reporting.

7) Reporting and stakeholder delivery

FundCount

FundCount’s investor portal sits inside the FundCount ecosystem. Data flows from the accounting engine to investors without manual re-keying, and teams can create personalized statements in bulk while sharing structured performance data.

FundCount’s family office page also says firms can publish NAV statements and documents directly from the reporting workflow, protect access with encryption and MFA, and control where the portal is deployed.

Landytech

Landytech is strong on client reporting. Reporting Builder lets users create, schedule, and distribute custom reports using integrated Sesame data and analytics. Sesame Grid gives users an interactive, cloud-based modelling and analysis environment.

Landytech’s templated reporting page also emphasizes automated, branded, scalable reporting across portfolios, entities, and consolidations for trust companies, private banks, and wealth managers.

Practical takeaway

FundCount is stronger for accounting-to-portal delivery. Landytech is stronger for branded investment reporting, scheduled reports, and API-delivered client reporting.

8) Security and data ownership

FundCount

FundCount’s family office page says firms can deploy in public cloud, private cloud, or on their own hardware with limited outside access. Its investor portal page also highlights encryption, MFA, and deployment control.

That matters for family offices that want more control over data location, portal deployment, and access.

Landytech

Landytech’s security page says the company is ISO 27001 certified and undergoes an annual SOC 2 audit. Its reporting API page also references a robust ISO 27001-certified security framework, Trust Centre transparency, and IP whitelisting within the API.

Landytech’s data aggregation page also says each client can have a dedicated, physically separated database and choose the region where data is stored.

Practical takeaway

Both vendors should go through formal security review. FundCount is stronger when deployment control needs to align with accounting and portal workflows. Landytech is strong when the office wants a data and reporting platform with documented security certification, API controls, and client-specific data environments.

9) Pricing and total cost

FundCount

FundCount publishes Single Family Office pricing starting from $34,099 per year. Digital transformation and hosting fees apply separately.

That public starting point helps family offices budget before entering a full procurement process. It also makes FundCount easier to compare when the CFO wants cost visibility early.

Landytech

Landytech does not list standard public pricing on the pages reviewed here. Expect pricing to depend on modules, custodian connections, APIs, reporting scope, users, data complexity, implementation requirements, and whether the firm uses Sesame One, Sesame Data, Reporting Builder, Doc AI, or other Landytech components.

Practical takeaway

FundCount wins on public price transparency. Landytech requires a scoped sales conversation before buyers can compare total cost.

Pros and cons

FundCount pros

  • Strong books-to-reporting model for family offices that need reconciliations, entity accounting, partnership accounting, financial statements, and portal publishing.
  • Portfolio accounting supports complex investments such as derivatives, private equity, real estate, debt instruments, currencies, and swaps.
  • Real-time general ledger, nested-entity reconciliation, automated P&L and cash flows, and look-through reporting make FundCount stronger for accounting-led teams.
  • Investor portal sits inside the FundCount ecosystem, which reduces manual re-keying and supports bulk personalized statement delivery.
  • Public Single Family Office pricing starts from $34,099 per year, giving buyers a clearer planning number.

FundCount cons

  • Firms that only need investment data analytics and reporting may find FundCount more accounting-heavy than required.
  • Implementation requires clean entity structures, chart of accounts design, historical data, report templates, and portal permissions.
  • Firms that prioritize API-led data delivery into existing bookkeeping and portal systems may prefer Landytech’s Sesame Data model.

Landytech pros

  • Strong investment data aggregation, with 500+ custodian data feeds and 10,000+ banks through open banking.
  • Strong reporting workflows, including Reporting Builder, Sesame Grid, templated reporting, premium reporting, scheduled delivery, and white-labeled reports.
  • Sesame Data supports modular API delivery for custodial data, analytics, and reporting into existing systems.
  • Doc AI supports alternative investment document processing and review workflows.
  • Security materials reference ISO 27001 certification and an annual SOC 2 audit.

Landytech cons

  • Landytech is not positioned as a native family office general ledger on the public pages reviewed here.
  • Family offices that need entity books, reconciliations, financial statements, and partnership accounting should validate what remains outside Landytech.
  • Standard public pricing is not listed on the pages reviewed here.
  • Accounting-to-portal traceability is not as direct as FundCount’s accounting-backed workflow.

Where Landytech still fits

Landytech remains a strong fit when a family office, trustee, private bank, or wealth manager already has accounting covered and needs a stronger investment data and reporting layer. It is especially relevant for teams that want custodian feeds, open banking connections, data normalization, Doc AI, branded reports, scheduled delivery, and API-based reporting into existing systems.

Landytech also fits teams that want to modernize client reporting without replacing the whole back office. Its templated reporting page emphasizes scalable, branded reporting across portfolios, entities, and consolidations, while Reporting Builder lets users create and schedule custom reports using integrated Sesame data and analytics.

Landytech may still be the right choice if:

  • Your accounting system is already stable.
  • You mainly need investment data aggregation and analytics.
  • You want API-led data delivery into existing systems.
  • You need branded client reporting at scale.
  • You want Doc AI and assisted-entry workflows for alternatives.
  • You want a physically separated database model and selectable data region.

Landytech is less compelling when the buyer needs accounting-grade reporting from the same workflow that maintains books, reconciliations, partnership accounting, financial statements, and portal-published reports. That is where FundCount is the better option.

Why FundCount is the better Landytech alternative

FundCount is the better Landytech alternative for family offices that want a modern accounting-led system instead of a data and reporting layer on top of separate books. It gives accounting teams the core pieces they need: portfolio accounting, partnership accounting, real-time general ledger, data aggregation, financial reporting, investor portal delivery, and look-through reporting.

FundCount also reduces a common family office reporting problem: data moving from accounting to reports to portals through manual steps. Its portal sits inside the FundCount ecosystem, so accounting data can flow to investors without re-keying.

That matters during reporting cycles. If your team needs to update entity books, regenerate statements, publish reports, correct a document, and preserve traceability, FundCount provides a more direct workflow than a data platform that depends on a separate accounting core.

Stop reconciling portfolio data back to accounting systems

FundCount keeps accounting and reporting aligned so dashboards, statements, and consolidated reports stay consistent.

Book a demo

Decision tree

  • Choose FundCount if reports must reconcile to accounting records.
  • Choose FundCount if entity books, partnership accounting, reconciliations, and financial statements are central requirements.
  • Choose FundCount if investor portal publishing should happen from the same reporting workflow.
  • Choose FundCount if pricing transparency matters early in procurement.
  • Choose FundCount if data aggregation needs to feed automated double-entry accounting.
  • Choose Landytech if investment data aggregation, analytics, and branded reporting are the first requirements.
  • Choose Landytech if your accounting system is already stable and you need a stronger data and reporting layer.
  • Choose Landytech if API-led reporting and custodian data delivery into existing systems are major buying criteria.

Demo script: what to ask both vendors to show

Use the same script for FundCount and Landytech. Do not accept separate feature tours.

  1. Set up a sample family structure with one trust, one LLC, one partnership, one foundation, and one individual.
  2. Import or connect two custodial accounts and one alternative manager statement.
  3. Show how source data maps into reporting.
  4. Show whether the data also posts to accounting records.
  5. Produce a consolidated net worth report.
  6. Produce entity-level financial statements.
  7. Show look-through reporting across nested entities.
  8. Publish the report package to the portal.
  9. Replace one corrected report and show version history.
  10. Show role-based access for principal, family member, trustee, accountant, advisor, and operations user.
  11. Export data to Excel, BI, API, or a data warehouse.
  12. Trace one reported number back to the source transaction or document.
  13. Show what the finance team can change without vendor help.
  14. Show implementation steps for historical data, existing reports, and portal rollout.

FAQs

Is FundCount a modern alternative to Landytech?

Yes. FundCount is a modern alternative to Landytech for family offices that want accounting-backed reporting, portfolio accounting, partnership accounting, general ledger, reconciliations, financial statements, and investor portal publishing in one ecosystem. Landytech is stronger for data aggregation, analytics, API-led reporting, and branded investment reports, but FundCount is more direct for accounting-led family offices.

Is FundCount better than Landytech?

FundCount is better when the priority is accounting-grade reporting tied to the books. It is stronger for general ledger, partnership accounting, reconciliations, entity books, financial statements, and portal publishing from the reporting workflow. Landytech is better when the priority is investment data aggregation, analytics, reporting APIs, and client-ready reporting.

Which platform is better for family office accounting?

FundCount is the better fit for family office accounting. Its platform aggregates portfolio and partnership accounting activity through a real-time general ledger, supports nested-entity reconciliation, automates P&L and cash flows, and supports financial statements. Landytech is not positioned as a native family office general ledger on the public pages reviewed here.

Which platform is better for investment data aggregation?

Landytech is stronger for investment data aggregation. Its data aggregation page highlights 500+ custodian data feeds, 10,000+ open banking connections for cash accounts, Doc AI, rigorous normalization, and physically separated databases. FundCount is stronger when aggregation needs to feed automated double-entry accounting.

Which platform is better for alternatives?

It depends on the workflow. Landytech is stronger for Doc AI, assisted entry, and private asset data extraction into investment reporting workflows. FundCount is stronger when alternatives must flow into accounting, reconciliations, capital statements, and financial reporting.

Which platform is better for investor or client portal publishing?

FundCount is stronger when portal publishing needs to stay tied to accounting and reporting. Its portal sits inside the FundCount ecosystem, so data flows from the accounting engine to investors without manual re-keying. Landytech is stronger when the delivery requirement is branded investment reporting, scheduled report distribution, and API-based report delivery into existing portals or systems.

Does FundCount publish pricing?

Yes. FundCount publicly lists Single Family Office pricing starting from $34,099 per year, with digital transformation and hosting fees applying separately.

Does Landytech publish pricing?

Landytech does not list standard public pricing on the pages reviewed here. Expect pricing to depend on selected modules, users, custodian connections, APIs, reporting scope, implementation needs, and support requirements.

What should buyers validate before choosing?

Ask each vendor to show an end-to-end workflow: source data ingestion, entity mapping, alternatives handling, accounting impact, consolidated reporting, portal publishing, corrected-report handling, permissions, and export paths. That workflow will show whether the platform fits your real operating model.

Methodology and last updated

How this comparison was built

  • Reviewed current public product pages for FundCount Family Office, FundCount Portfolio Accounting, FundCount Investor Portal, FundCount General Ledger, and FundCount Single Family Office pricing.
  • Reviewed current public product pages for Landytech Sesame One, Sesame Data, Data Aggregation, Custodial Data API, Reporting API, Reporting Builder, Templated Reporting, Doc AI, and Security.

Last updated: May 17, 2026.

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