Sesame One Professional

Institutional-grade portfolio control, built for lean family offices.

Sesame One Professional delivers the full power of our award-winning investment platform — simplified for family offices under £100m AUM who value clarity, autonomy, and self-service over complexity.

Trusted by family offices globally
ISO 27001 certified SOC 2 certified
Sesame One Professional — Portfolio Overview
Total AUM
£74.2M
▲ +3.8% YTD
YTD P&L
+£2.1M
▲ +2.9%
Limit breaches
2
Performance vs Benchmark — 6M
Allocation
Equities 42%
Private Eq. 26%
Fixed Inc. 18%
Other 14%
Q4 Performance Report generated
2m ago
J.P. Morgan feed synced — 247 positions
+£1.4M
1h ago
Drawdown alert cleared — MSCI EM
3h ago
The problem

Most platforms are built for firms 10x your size.

Smaller family offices are forced to choose between enterprise platforms that are over-engineered or spreadsheets that don't scale. Sesame One Professional closes that gap.

Spreadsheet chaos

Manual data entry across custodians, endless version control issues, and hours lost reconciling positions that should be updated automatically every morning.

Enterprise pricing

Platforms designed for $1B+ AUM come with six-figure contracts — pricing that bears no relation to what a lean family office actually needs.

Complexity you didn't ask for

Months-long onboarding, dedicated IT teams. You need something your team can own — not a platform that requires a specialist to run.

What This Becomes

Institutional power, right-sized for you.

We've taken the core of Sesame One — the platform that manages billions across the world's most sophisticated family offices — and tailored it for offices under £100m that want simplicity without compromise.

Automatic custodial feeds

Connect directly to your banks and custodians. Positions, transactions, and valuations flow in daily — no manual entry, no errors.

Portfolio analytics dashboard

Performance, risk, exposure, liquidity and forecasts — all in a single live dashboard your whole team can access.

Automated reporting

Build, schedule and distribute branded reports to principals and advisors in minutes. Cut monthly reporting from days to hours.

aLi — your AI investment assistant

Ask questions in plain English and get instant answers about your portfolio. aLi surfaces insights you'd otherwise spend hours finding.

Portfolio Report
As of 23 Apr 2026
Total Value
£74.2M
Perf YTD
+4.2%
Custodians
3
Portfolio Value — Rolling 12 months
Portfolio
Benchmark
Asset Class
Allocation
Return
Value
Global Equities
42%
+5.9%
£31.2M
Private Equity
26%
+3.1%
£19.3M
Fixed Income
18%
–0.4%
£13.4M
Alternatives
14%
+2.2%
£10.3M
500+
Custodian connections available
10,000
Open banking connections
80%
Reduction in reporting time
3h
monthly reporting time (was 3 days)
Platform capabilities

Everything you need. Nothing you don't.

Sesame One Professional is the platform curated for lean family offices — all the capabilities that matter, none of the enterprise bloat.

Data aggregation

Your data, always current.

Connect to custodians once and let Sesame handle the rest. Daily automated feeds pull positions, transactions, and valuations into a validated, centralised database — your single source of truth.

  • 500+ custodian connections including J.P. Morgan, Pictet, Goldman Sachs and more
  • Automated daily data validation — exceptions flagged before they reach your reports
  • Upload support for private assets, real estate and alternative investments
  • Multi-currency capabilities
Custodian connections
All Live
J.P. Morgan Private Bank
312 positions
Live
Pictet Wealth Mgmt
184 positions
Live
Goldman Sachs
97 positions
Syncing
Add custodian…
Last synced: Today, 07:15 AM 593 total positions consolidated
Portfolio Analytics
Updated today
Sharpe
1.42
MAX DD
-8.3%
VOL (ANN)
9.1%
Alpha
+1.8%
Exposure by geography
UKUSEUEMAsia
Risk factors
Duration Low
Credit Med
FX Low
Liquidity High
Why Professional

The right tool for your scale.

See how Sesame One Professional compares to typical alternatives for sub-£100m family offices.

Capability Sesame One Professional Spreadsheets
Automated custodial feeds
Self-service onboarding
Institutional-grade analytics
Automated report scheduling
Transparent, fair pricing
AI-powered insights (aLi)
Private & alternative asset support Manual
ISO 27001 certified security
No IT team required
Simple pricing

Predictable costs. No surprises.

One base fee. One variable that scales with your complexity.

Sesame One

Full enterprise platform

For family offices scaling beyond £100m who need the full Sesame One experience.

Custom
pricing
  • Everything in Professional
  • Dedicated success manager
  • White-label reporting
  • SLA guarantee
  • Marketplace access
  • Support for increased complexity
Book a demo
All plans include a no obligation 14 day free trial.

Testimonials

You'll be in great company

Hear what our amazing clients have to say about working with us.

  • Landytech-Logo-Icon

    We've cut reporting time from roughly 3 days to 3 hours per month. Having assessed two alternative providers, Sesame One prevailed because it demonstrated genuine reporting flexibility, strong analytics, a team willing to incorporate custom requirements rapidly, and clear momentum in product development.

    French-based Family Office Advisor

  • Scouting SIM Family Advisors Logo

    Our adoption of Landytech’s Sesame is part of the Scouting Group's growth strategy. Having continuously evolving software sets us spart in the Family Office landscape and empowers us in our commitment to advancing investment management in Italy and Europe. This partnership allows us to provide clients with an international multidisciplinary team of experts with proven experience to analyse new trends and offer an innovative service.

    Scouting SIM Family Advisors

  • Ocorian

    At Ocorian, we are always seeking solutions that solve our clients’ complex problems. By partnering with Landytech and adopting Sesame, we set a new industry standard, offering our clients best-in-class consolidated wealth reporting. It ensures we can continue to deliver the exceptional service they expect from our expert team and facilitate their efficient, informed, and timely decision-making process.

    Ocorian

  • Accuro Logo

    Sesame has provided us with the consolidated data to substantiate discussions with clients around their wider wealth strategies, and the ability to anticipate challenges within portfolios and proactively mitigate them. Sesame has given us the tools to not only work smarter but to work more holistically too, with our clients reaping the benefit.

    Accuro

  • Landytech-Logo-Icon

    Following an impressive demonstration of Landytech’s offering, we asked them to pitch alongside a reputable competitor. The decision to choose Landytech was unanimous. Their offering was far superior in terms of functionality, ease of use and presentation. During the course of our relationship, Landytech have delivered exactly what they promised and more. I cannot speak highly enough of both the platform and the team.

    Guernsey-based Family Office

  • Landytech-Logo-Icon

    Each family’s got to look at that reporting system and feel that it is theirs. It needs to be the right colour, it needs to be branded, it needs to be white-labelled, it needs to look like it's come from our office. Landytech have mastered that well for us. For reporting to evolve, you need to work with a dynamic team growing their business with the same enthusiasm as yours so the two grow together. Landytech tick those boxes.

    UK-based Multi Family Office

  • Landytech-Logo-Icon

    Landytech has developed a unique tool and solution for Family Offices. Sesame allows us to monitor a wide range of assets (traditional and alternatives), multi-currencies reports, a depth of data accessible in an organised manner.

    Paris-based Multi Family Office

  • Landytech-Logo-Icon

    Sesame makes my life far easier. I can see everything in my portfolio in the detail I require and updated in real time – rather than a series of disparate and intermittent snapshots. Working with better information makes my investment management more effective and less stressful.

    UK-based UHNWI

Get started today

See Sesame One Professional in action.

Tell us about your family office and we'll get you set up — a short walkthrough with a family-office specialist, then your 14-day free trial.

  • Book your walkthrough

     A demo with a family office specialist, then 14 days to explore the platform.

  • Structured onboarding

    Implementation specialists, product workshops and a full knowledge base to get you up to speed. 

  • No commitment

    Full access for 14 days. No credit card, no commitment.

ISO 27001 Certified AICPA SOC for Service Organizations WealthBriefing European Client Accounting 2026 Winner

A quick call and product demo, then your 14-day trial begins · No credit card

Awards & recognition

  • Landytech Client Accounting Europe Winner 2026
  • WB CI Client Accounting 2025
  • WB EU 2025 Client Accounting
  • WB Channel Island Awards 2024
  • Risk Management Software of the Year
  • HFM European Services Awards 2024 Best risk management technology shortlisted
  • WealthBriefing Awards 2022 Client Reporting
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  • WB CI 2025 Client Reporting