Corporate management

Stay organised,
remove siloes

One place for the work around the portfolio, not just the portfolio.

Sesame One unites tasks, notes, workflows, documents, contacts and mobile access into a single, connected platform.

Book a demo See the workflow tools
CERTIFIED ISO 27001 SOC 2
Sesame One dashboard
Sesame One Manage · Tasks 5 open
Approve Q2 Family ReportDM
Review capital call · Adams StreetRK
Onboard Julius Baer feedSL
Update Mayfair valuationDM
Prepare IC pack commentaryGC
One place
Tasks and notes
Linked
Documents to assets
Real-time
Mobile notifications
Role-based
Access control
Everything connected

No more hunting through inboxes

Outcome: the whole team works from the same context.

01 · TASKS

Assign and track

Assign tasks to colleagues, track progress and keep the office moving.

02 · DOCUMENTS

Filed against the asset

Link documents to transactions, assets and portfolios, sorted with custom tags.

03 · DIRECTORY

Know who does what

Up-to-date records on your key contacts, with notes from every interaction.

04 · MOBILE

Command centre on the go

Dashboards, reports and alerts about breaches, tasks and new reports.

One connected family office

The work around the portfolio deserves the same rigour as the portfolio itself

Tasks and notes Documents and directory Mobile access
Access & control

Collaborate without giving everything away

Bring advisers, trustees and family members into the same platform, on your terms:

Role-based permissions

Control which entities, portfolios and documents each person can reach.

In-app notifications

Alert colleagues to limit breaches, assign tasks and set your own reminders.

Secure document store

Statements and important papers kept organised, secure and easily accessible.

Secure & compliant

An industry-leading standard for data security

Landytech is ISO 27001 and SOC II certified. Each client has its own physically isolated database, so you can feel confident every byte of your data remains secure.

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

Request a demo

See how your office could run in one connected platform.

~30 min personalised session. No commitment.