Agentic AI for the Financial Industry
Turn financial data into actionable insights and leverage your investment management by unlocking the value of AI. Save time, cut overheads and eliminate human errors to boost operational efficieny.
Trusted by industry leading investment managers
Investment Management Assistant
Modern technology meets financial operations and connects to a universe of investment products to manage funds better.
Identify key trends, financial metrics, and insights of your portfolio.
Prebuild Cloud-Application
Our next-generation AI solution is fine-tuned for financial institutions in a regulated market where compliance, robust security and European data privacy is important.
Investor Relations
Manage investor relationships, from initial interest to distributions and everything in between, with a CRM tailor-made for investment management.
Reporting
Generate quarterly reports within seconds. Eliminate manual work and human errors using our AI supported templates, branded with your company.
Data Room
Centralize all documents in one secure space, with full control over access and visibility. Allocate documents to different investors, entities, and assets, and enable e-signing from within the platform.
Portfolio Monitoring
A beautiful, easy-to-use, and secure platform that gives you more transparency and increase your investors satisfication. Stay engaged and up-to-date with your investments and make informed decisions.
One solution, many audiences
Financial institutions, fund managers, investment clubs, financial advisors and investment managers benefit from our digital investment management platform by bringing more value to end investors.
- Fund & Investment managers
Share with your investment managers how Layest can give your investment funds a unique competitive advantage due to time savings and cost reduction.
- Mezzanine- & Fundraising administrators
Show mezzanine lenders why Layest is a valueable addition to your existing setup, boosting your investors engagement, increase the investment volume and your revenue.
- Investment clubs
We explain how Layest will increase investor satisfaction and make the lives of investment clubs easier by enhancing operational efficiency.
Facts and figures
Layest is the next-generation investment management software
- Investors
- 35K+
- Assets under management
- €250M+
- Companies we serve
- 120+
- Uptime guarantee
- 99.9%
Compliant and Secure
Layest is compliant with regulatory requirements, ensuring data security and privacy. All data is securely hosted on servers located within Europe. We prioritize the highest standards of protection to keep your data safe and your operations compliant.
- GDPR Compliant
Fully aligned with European data privacy regulations.
- Enterprise-Grade Security
Certified to ISO 27001 standards for top-tier data protection.
- End-to-End Encryption
Safeguarding sensitive information at every step.
Get started today
Let's manage your investments together. Get in touch and let's talk about your needs.
Book a Demo