Coming January 2027

Equip your advisors for the new era of private wealth

Sesame X is the new wealth management platform for private banks, trust companies and wealth managers. Your advisors see the full picture of every client’s wealth and deliver reporting and insight in minutes. Your clients get the digital experience they expect.

Sesame X dashboard showing a family trust’s total value, daily and year-to-date P&L, performance against a benchmark and exposure breakdown by asset category

More demanding clients. Less time to serve them.

59%

of HNWIs seek advice more than once a month.

23%

of a relationship manager’s day goes on client meetings and advice.

$83tn

is passing to the next generation, and most heirs will review who manages their wealth.

Sources: McKinsey 2026; Capgemini World Wealth Report 2025 and 2026; UBS Global Wealth Report 2025

How Sesame X makes you the trusted advisor again

Equip your advisors

Portfolio overview with look-through across a family trust: day and year-to-date P&L, active return, volatility and cumulative performance against a benchmark

Every client’s full wealth picture

Holdings across your business lines, custodians, funds and direct investments brought together, with the analytics, forecasting and reporting your clients need.

Animation of aLi building a client report from a single request

AI that does the work

Meeting preparation in seconds, reports in minutes, and help with the work behind every relationship.

Empower your clients

Client mobile app in a private bank’s own brand, showing total wealth, year-to-date performance, Ask aLi and a message to the relationship manager

The digital experience clients expect

A portal and mobile app in your brand, ready whenever clients want to check their wealth, from the office or the sofa.

Ask aLi in the client app answering why performance dipped last month, with a breakdown by asset class and a link to the quarterly report

Answers at any hour

Clients check their wealth, open their latest reports and ask questions in plain English, with their advisor a message away.

Be first to see Sesame X

Join the waitlist for:

  • An invitation to the launch event
  • Priority access to a personal demo

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