Sesame One · for single family offices

One operating
system for
family wealth

Consolidate data, analytics, AI, accounting and reporting for every multi-asset portfolio — and run the entire family office from a single command centre.

CERTIFIED ISO 27001 SOC 2
Journal entryAuto-generated
JE-2041 · 15 Jun 2026 · investment activity
AccountDebitCredit
Investments — Equities250,000
Cash — Custody account250,000
Balanced · posted to ledger
Sesame One dashboard
aLi
What would our YTD performance have been excluding US tech stocks?
As of 2026-06-16, reporting currency EUR, look-through consolidation.
Result
Excluding the identified US tech stocks, the YTD performance would have been approximately:
MetricCurrentUS techEx-US tech
Perf. return9.66%-0.22pp9.87%
YTD PnL€27.65m-€0.62m€28.27m
Ask me anything about Sesame.
This AI feature is provided in beta and may produce incomplete or inaccurate results.
$100bn
Under reporting
500+
Custodian feeds
10,000+
Open banking links
80%
Time saved on reporting
Why a single system

Replace a stack of spreadsheets with one connected platform

Make informed decisions

A complete, live view of your entire multi-asset portfolio — performance, exposure, liquidity, risk and forecasts.

Run leaner operations

Automated data sourcing eliminates manual work. Centralise tasks, notes and documents in one secure view.

Mitigate risk

Reduce manual error in data and reporting, and stay ahead of portfolio developments with alerts and mobile.

The operating system

Every function, orbiting one core

From raw custodian data to the boardroom report — every module reads from a single consolidated source of truth.

Clear ROI

An operating system that pays for itself

Automate the most burdensome data and accounting work, then reinvest the time in decisions that maximise outcomes.

80%
of reporting time saved
$100bn
under reporting
500+
global custodian feeds
10k+
open banking connections
Watch a 2-minute overview

See the operating system in action

The toolkit

All the tools to manage multigenerational wealth

A single platform for public and private assets — switch between modules to see how each works.

Aggregate

Every source, one consolidated core

Consolidate data from all of your banks and custodians, seamlessly integrated with any private and alternative assets.

Over 500 custodian feeds globally
10,000+ connections through open banking
Doc AI for alternative investment documents
Intuitive tools for non-custodied assets
Rigorous data validation protocols
Your own physically isolated database
Sesame One
SourcesEntitiesPMSDestinationsReportingDocuments
SearchD
Sources
Feeds
Feeds
Institutional custodians and prime brokers.
Search for custodian nameJurisdiction All ⌄Status All ⌄Purchase new Feeds
NameJurisdictionStatusConnection
Canaccord Genuity WealthGuernsey● ActiveManaged FeedView Portfolio Codes
Citibank Private BankJersey● ActiveManaged FeedView Portfolio Codes
CouttsUnited Kingdom● ActiveManaged FeedView Portfolio Codes
E. Gutzwiller & CieSwitzerland● ActiveManaged FeedView Portfolio Codes
Total 36 records1220 / page ⌄
aLiNEW

Meet aLi, your AI analyst inside Sesame

aLi queries your data, processes private fund documents, and generates charts and insights in seconds — so your team spends time on decisions, not data wrangling.

Ask in plain English
Performance, exposure and portfolio questions answered with structured results instantly.
Charts, graphs and tables on demand
No manual builds — aLi returns the visual you need in response to a query.
Reads private fund documents
Doc AI extracts and structures the data buried in capital statements.
Create an ITD cumulative performance chart for the Public book vs Private book
As of 26 Jun 2026, reporting currency EUR, look-through. Base 100 at inception.
Cumulative Performance ITD — Public Book vs Private Book
15013011090Jan 22Jan 23Jan 24Jan 25Jan 26
Public BookPrivate Book
Ask aLi anything about your portfolio…

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

Secure & compliant

An industry-leading standard for data security

Landytech's products are backed by the most prestigious certifications, so every client can feel confident every byte of their data remains secure — with each client in a fully physically isolated database.

Explore the Landytech Trust Centre
AICPA SOC 2
ISO 27001 Certified
GDPR Compliant
Questions

Frequently asked questions

Sesame supports the full multi-asset universe — public markets, fixed income, private equity, venture, real estate, hedge funds and direct investments — consolidating data from custodian feeds, open banking and document-based inputs into one structured view.

Sesame serves asset managers, single and multi-family offices, trustees and institutional investors. Granular permissions and multi-entity look-through mean each team sees exactly the view relevant to them.

Sesame replaces fragmented spreadsheets with a centralised, validated data layer and automated reporting — generating consistent, accurate reports across all assets and entities without manual consolidation.

You retain full control of your data. Sesame is built to institutional standards — ISO 27001 and SOC 2 — with each client stored in a fully physically isolated database, granular permissions and complete audit trails.

Most clients are onboarded within around three months. Early value comes from core custodial connections, Doc AI for private fund documents and assisted entry for non-custodied assets.

Resources

Resources

Self-guided Sesame product tour
Self-guided tour

Explore Sesame end to end

Start the tour
Sesame platform brochure
Brochure

The Sesame platform

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Investment management software buyers guide
Buyers guide

Choosing the right investment management software

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Your command centre for
investment management

Join the single family offices and asset owners across the globe already using Sesame to manage multi-asset portfolios with confidence and precision.

Book a demo

~30 min personalised session. No commitment.