Sesame One 4.0 is coming. Explore 4.0

The investment system of record, built for the AI era

Investment, corporate and accounting data from every custodian and asset class, so your team and AI work from one source of truth. Run your whole operation on Sesame One, or bring data into your own systems with Sesame Data.

Investment, corporate and accounting data from every custodian and asset class, so your team and AI work from one source of truth.

Affinity Trust
Ocorian
Accuro
Scouting SIM Family Advisors
Shiprock Capital
Tycho Capital

One data foundation, two ways to use it

Sesame One dashboard in dark mode

Sesame One

Run your whole operation on one platform, with your investment, corporate and accounting books of record in one place. So your team and AI can work from a single source of truth.

Explore Sesame One
Sesame Data
Your client portal
Client portfolio overview report

Sesame Data

Wealth data, analytics and reporting through a modular API. Your data, cleaned and standardised, delivered into your own portals, dashboards and reporting tools.

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$250bn+
under reporting
500+
custodians
10,000+
open banking feeds
20+
countries served
Sesame One

The single system of record

Most firms keep investment, entity and accounting records in separate systems. Sesame One holds all three in one place, so AI and your team can work securely with one source of truth.

IBOR

Investment book of record

The repository for all of your investment data, from any data source.

CBOR

Corporate book of record

The entities, the ownership structure, the mission-critical documents, contacts and company records.

ABOR

Accounting book of record

A general ledger automatically generated from portfolio activity in Sesame.

The investment management platform for the AI era

The AI-powered platform purpose built for long term wealth stewardship, uniting data consolidation, analytics, reporting and accounting.

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Sesame One dashboard in dark mode
Sesame Data

A modular solution for wealth intelligence

Custodial data, institutional-grade analytics and scalable client reporting, driving efficiencies and elevating the client experience.

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J.P. Morgan
Pictet
UBS
Goldman Sachs
Custodial Data APIClean, standardised data from 500+ custodians.
Analytics APIOn-demand analytics for your dashboards and portals.
Templated reportingHigh-quality client reporting at scale.

Enterprise-grade security for your most sensitive data

Data encrypted at rest with AES-256 and in transit with TLS 1.2 or higher

Role-based access, with phishing-resistant multi-factor authentication

AI models hosted in Microsoft Azure, never used for training

ISO 27001 certified SOC II certified
Visit the Trust Center

Monthly reporting: 3 days to 3 hours.

“We've cut reporting time from roughly 3 days to 3 hours per month.”
France-based Family Office Advisor
“Landytech has provided the data foundation to transform how we work. It's delivered efficiency through automation, freeing our team to focus on higher-value tasks.”
James Wetherall, COO at Affinity Trust James WetherallCOO at Affinity Trust
“Sesame One has given us the tools to not only work smarter but to work more holistically too, with our clients reaping the benefit.”
Stephen Weaver, Head of Client Accounting and Family Office at Accuro Stephen WeaverHead of Client Accounting and Family Office at Accuro
Read the case studies
Client Accounting Europe Winner 2026 WealthBriefing Channel Islands 2025 Client Accounting WealthBriefing Europe 2025 Client Accounting WealthBriefing Channel Islands 2025 Client Reporting WealthBriefing Channel Islands Awards 2024 Risk Management Software of the Year HFM European Services Awards 2024 shortlist WealthBriefing Awards 2022 Client Reporting

One source of truth for your team and AI

A complete system of record, built for long-term wealth stewardship and informed decision making.

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