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Top productivity tools our clients are using

Today, I will delve further into this topic by exploring some of the productivity tools used by our clients, including cutting-edge FinTech and RegTech products. While they may not align directly with your business, the underlying principles undoubtedly cross industries, providing you with inspiration on how to streamline and enhance your own business operations.

Microsoft Teams

Microsoft Teams stands out as a multifaceted tool that not only enables internal collaboration but also empowers organizations to seamlessly connect and collaborate with external partners. By consolidating communication channels, file sharing, and project management capabilities into a single platform, Microsoft Teams enhances efficiency and productivity.

One of the notable advantages of Teams is its integration with other Microsoft tools and services. For instance, when combined with the Power Platform suite, which includes Power Automate and Power BI, Teams becomes an even more powerful resource. Power Automate allows for the automation of repetitive tasks, freeing up valuable time for employees to focus on more strategic initiatives. With its user-friendly interface, you can easily create workflows to automate processes across various applications and services, increasing efficiency and reducing manual effort.

On the other hand, Power BI integration brings advanced analytical capabilities to Teams. You can create interactive dashboards and reports, visualize data from different sources, and gain valuable insights that drive informed decision-making. By having these insights readily available within Teams, teams can make data-driven strategic choices without leaving the collaboration space.

Moreover, the Power Platform offers a low-code development environment, making it accessible to users with varying technical expertise. This empowers individuals across departments to build custom solutions, such as automated approval processes, data-driven apps, and interactive dashboards, all within the familiar Microsoft ecosystem.

In summary, the combination of Microsoft Teams and the Power Platform suite provides organizations with a comprehensive solution for collaboration, automation, and data analysis. By leveraging these tools, businesses can streamline workflows, enhance productivity, and make informed decisions based on actionable insights.


Alteryx is not just a data toolset; it is a game-changer in the field of data analytics. With its wide array of powerful features and capabilities, Alteryx simplifies complex data workflows, enabling users to unlock the full potential of their data.

One of the key strengths of Alteryx is its ability to streamline the entire analytics process, from data preparation to advanced analytics and reporting. With Alteryx, data acquisition and blending become a breeze, allowing users to effortlessly combine data from various sources, such as databases, files, and APIs. The intuitive drag-and-drop interface makes it easy to cleanse, transform, and enrich your data, eliminating the need for time-consuming manual processes.

But the true magic of Alteryx lies in its advanced analytics capabilities. With features like predictive modeling and machine learning algorithms, users can uncover valuable insights and make data-driven decisions with ease. Alteryx also excels in spatial analytics, enabling users to leverage location data and create interactive maps for enhanced visualizations and geospatial analysis.

In addition to its powerful analytics capabilities, Alteryx also offers a range of application development tools. Users can create custom applications and macros, automate repetitive tasks, and build sophisticated workflows to streamline business processes. This flexibility and versatility make Alteryx an indispensable tool for business users, analysts, and data scientists alike.

To ensure you make the most out of Alteryx, our trusted partner, Continuum, provides expert guidance and support. They understand that every business has unique requirements and can assist you in leveraging Alteryx to drive maximum value. From initial setup and configuration to training and ongoing support, Continuum is dedicated to helping you succeed with Alteryx.

So, whether you are a data enthusiast, a business user in need of advanced analytics, or a data scientist looking for a powerful toolset, Alteryx is the solution you’ve been waiting for. Transform your data analytics workflows, unleash the power of your data, and make smarter, more informed decisions with Alteryx and Continuum by your side. Start your Alteryx journey today and experience the true potential of your data.

Board Intelligence

Board Intelligence is one of several technologies revolutionizing the boardroom experience with its innovative board portal solution. Designed with fund administrators, trusts, and corporate service providers in mind, this cutting-edge platform offers a wide range of features and benefits that significantly enhance operational efficiencies and save valuable time.

One of the standout features of Board Intelligence is its agenda analytics functionality. With this powerful tool, board members can gain valuable insights into their meeting agendas. By leveraging data and analytics, they can identify trends, patterns, and areas of focus, enabling them to make more informed decisions during board meetings.

In addition to agenda analytics, Board Intelligence also provides automated reporting capabilities. Gone are the days of manually compiling reports. This platform streamlines the reporting process, automating the generation of comprehensive and professional reports. Board members can quickly and easily access the information they need, eliminating the burden of manual data gathering and report creation.

Moreover, Board Intelligence offers a library of best-practice board templates. These templates serve as a valuable resource for board members, providing them with a framework to structure their meetings and ensure that important topics are addressed effectively. With these templates, boards can improve their governance practices and make the most of their valuable meeting time.

Security is of utmost importance when it comes to boardroom discussions and materials. Board Intelligence understands this, which is why their platform prioritizes data security and confidentiality. Robust encryption, secure data storage, and multi-factor authentication are just a few of the security measures in place to protect sensitive information.

From small businesses to large enterprises, Board Intelligence caters to organizations of all sizes. With its user-friendly interface and intuitive design, users can quickly adapt to the platform and maximize their productivity. Seamless integration with existing systems and infrastructure ensures a smooth implementation process, minimizing disruption and maximizing efficiency.

The other notable product in this space of Boardlogic from Praxonomy. Boardlogic is a highly-secure collaboration platform purpose-built for board of directors to organise meetings, manage and share sensitive documents, communicate and make decisions. One of the stand out features of Boarlogic is that it can cater for the situation where a fund or other entity decides to change administrators or go forward on its own which other providers have no way to make that change smoothly.


The Clausematch platform revolutionizes the way companies manage and enforce policies, ensuring compliance with regulatory requirements in an ever-evolving business landscape. By leveraging advanced automation and innovative technology, this platform simplifies the laborious and time-consuming task of policy management, regulatory change management, and organizational governance.

Gone are the days of relying on outdated methods like Word documents and SharePoint-based intranets. Clausematch provides a modern, robust, and efficient solution to centralize, manage, and disseminate policies and procedures across the entire organization. It serves as a single source of truth, facilitating real-time collaboration, seamless updates, and a comprehensive audit trail.

With Clausematch, companies can streamline their policy management processes, saving valuable time and resources. Whether it’s creating, reviewing, or updating policies, the platform offers a user-friendly interface that simplifies the entire lifecycle. Its intuitive features allow for easy document editing, track changes, and version control, ensuring accuracy and completeness.

One of the key strengths of Clausematch is its ability to adapt to regulatory changes efficiently. The platform provides automated alerts and notifications, keeping organizations well-informed about evolving regulations and enabling proactive compliance management. This proactive approach helps businesses stay ahead of regulatory requirements, mitigate risks, and avoid costly penalties.

Moreover, Clausematch promotes collaboration and accountability across teams and departments. It allows stakeholders to easily access and collaborate on policies, ensuring consistency and alignment with business objectives. The robust permissions system ensures that only authorized personnel can make modifications, maintaining data integrity and security.

Clausematch not only simplifies policy management but also enhances reporting and analytics capabilities. The platform provides comprehensive insights into policy usage, compliance status, and user activity. These analytics enable data-driven decision-making, helping organizations identify potential gaps, areas for improvement, and ensure a culture of compliance throughout the company.

In summary, the Clausematch platform is a game-changer for policy management and regulatory compliance. Its innovative features empower organizations to streamline their processes, adapt to changing requirements, foster collaboration, and drive a proactive approach to compliance and governance. With Clausematch, businesses can confidently navigate the complex regulatory landscape, reduce risks, and focus on what truly matters – their core operations.


Cygnetise is an innovative blockchain solution that is revolutionizing the way authorized signatories are managed. With its cutting-edge technology, Cygnetise offers a secure, efficient, and sustainable way to digitize the entire process.

Gone are the days of paper-based signatory lists and the cumbersome administrative tasks associated with managing them. Cygnetise provides a streamlined platform where signatory lists can be stored, shared, and updated in real-time. This eliminates the need for manual paperwork, reduces the risk of errors, and increases overall operational efficiency.

One of the key benefits of Cygnetise is its ability to securely share signatory information with authorized third parties, such as banks or other financial institutions. Through integration with back office administration systems, the platform allows seamless communication while maintaining data privacy and security. This not only saves time but also ensures the accuracy and integrity of signatory information.

Additionally, Cygnetise offers a transparent and auditable system, where every change or update to the signatory list is recorded on the blockchain. This creates an immutable and tamper-proof record, enhancing trust and accountability in the signatory management process.

Furthermore, Cygnetise takes a sustainable approach by reducing paper waste and minimizing the environmental impact associated with traditional paperwork. By embracing blockchain technology, the platform contributes to a greener future and aligns with the global push towards sustainable business practices.

In conclusion, Cygnetise is a game-changer in the realm of authorized signatory management. Its blockchain-powered solution brings efficiency, security, transparency, and sustainability to the process, enabling organizations to streamline operations, improve data accuracy, and enhance trust in their signatory management practices.


DocuSign is a pioneering electronic signature application that has established itself as the market leader in the industry. With its user-friendly interface and robust features, DocuSign provides a seamless and efficient way to sign and manage documents electronically.

One of the key advantages of using DocuSign is its flexibility. Whether you choose to use it as a standalone application or integrate it with your existing client administration and document management systems, such as Laserfiche, DocuSign can effortlessly adapt to your workflow and enhance your digital document management processes.

The widespread acceptance of electronic signatures on a global scale has made them an indispensable tool in today’s digital environment. They offer numerous benefits over traditional wet-ink signatures, including increased security, traceability, and efficiency. By using DocuSign, you can eliminate the need for physical paperwork, reduce turnaround times, and streamline your document signing processes.

While DocuSign is undoubtedly a top-tier option for electronic signatures, it’s worth mentioning an alternative called OneSpan Sign, provided by Vega Technology Group. As a trusted local vendor, OneSpan Sign offers a competitive solution for electronic signatures, giving you the flexibility to choose the best fit for your specific needs.

Whether you opt for DocuSign or OneSpan Sign, leveraging electronic signatures is a smart choice that empowers you to embrace the digital age, improve your document management practices, and simplify your business operations.


In today’s fast-paced world, efficiency is key to staying ahead in business. Manual data entry can be a time-consuming and error-prone task that can hinder productivity. Fortunately, there are innovative solutions available that can automate this process and streamline your workflow.

One such solution is Landytech‘s Sesame investment reporting software. Specifically designed for the wealth management sector, Sesame provides a seamless and efficient way to handle the record-keeping of financial transactions. By leveraging its advanced technology and extensive network, Sesame offers a comprehensive and aggregated data feed from nearly 200 banks, custodians, and investment managers.

With Sesame’s powerful API, you can integrate the data directly into your existing client database and accounting systems. Imagine the time and effort saved by eliminating the need for manual input of transactions. This automation not only saves precious resources but also minimizes the risk of human error. The accuracy and reliability of the data are of utmost importance in the financial industry, and Sesame ensures that information is obtained in a secure and efficient manner.

By embracing the automation capabilities of Sesame investment reporting software, you can gain a competitive edge in the market. With more time freed up, you can focus on providing exceptional service to your clients and making informed decisions based on up-to-date and accurate data. Efficiency becomes the cornerstone of success in the wealth management sector, and Sesame is at the forefront of enabling that efficiency.

Experience the power of automation with Sesame and revolutionize the way you handle financial transactions. Say goodbye to manual data entry and hello to a more productive and streamlined workflow. Embrace the future of wealth management with Landytech’s Sesame investment reporting software.

I’ve really just scratched the surface of productivity tools in this email, and I’ve deliberately excluded what I would describe as ‘core’ systems.  I’ll be featuring more of these in an update of our popular Software Guide for Trust & Corporate Services Providers coming out later in 2023.

If you have found other productivity tools that you think are worth sharing, please let me know so I can feature it in a future newsletter. The more people that know about and use a particular tool the better chance it has of being improved. 

If we can help you with implementation of any of the productivity tools featured here or you would like advice about similar types of integration, then please reach out by using the Contact Us link at the top of the page.

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