Trusted by
Our mission
“J-Ray empowers our Enterprise customers to take full control of their clients' financial exposure, providing them with precise analysis and generating accurate reports for informed decision-making.”
Founder and CEO
Product
J-Ray Enterprise is a reporting and analytics tool for wealth and asset managers. Users get a consolidated view of total wealth, improving the financial planning of intricate client structures.
Features
Use J-Ray Enterprise in meetings and meeting preparations to provide insight into consolidated wealth for end-customers, private banking, and family office users.
A consolidated view of total wealth, simplifying and improving investment management and financial planning of even the most intricate client structures.
Reveal actual asset allocation and return contributors, uncover hidden dependencies and understand the true exposures by effective portfolio analysis.
Benefit from the customized report library providing value added insights. Create customized report sets and automate their regeneration for efficiency.
The platform supports all ownable assets and provides a comprehensive view of liquid and illiquid assets.
Detailed reports are available for analysis, and returns can be displayed in a currency-neutral format.
End-customers granted access to the platform have an overview of their complete portfolio and thus their total wealth, all in one place.
Asset classes of any type can be customized and visualized to suit every client’s needs and preferences.
Clear visibility into individual asset exposure and customer ownership is provided, enabling quicker response to market fluctuations.
Improved efficiency in managing a client's portfolio and thus providing personalized advice based on their unique financial situation.
Portfolio performance is accessible in real-time from different asset classes, managers, and individual assets.
The in-built report engine supports over 100 ready reports for investors and can be extended with advanced analytics.
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Target Solutions
Making the complex simple. Created by asset managers for asset managers.
Our platform offers a way for Asset Managers to differentiate themselves from their peers through state-of-the-art digital services, driving new business and increasing customer loyalty.
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Improve customer experience
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Empower advisors with total portfolio control
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Save time and reduce cost
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Benefit from professional data management
Our all-in-one solution empowers Family Office professionals to prioritize asset management while delivering customized, cutting-edge reports and online services to their principals.
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Improve customer experience
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Visualize complex structures in a simple, yet accurate way
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Empower advisors with total portfolio control
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Reduce costs
Our comprehensive solution enables Private Investors to effortlessly maintain control over their total wealth and monitor the performance of their investments and partners.
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All assets in one place
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Gain a holistic view of your entire wealth
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Empower yourself and improve time-to-action
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Our all-in-one solution empowers Institutional Investors to prioritize portfolio management and supervision while delivering customized, cutting-edge reports and online services to all stakeholders.
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Simplify data aggregation
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Benefit from ready-made reports
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Gain a holistic view of the portfolio
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Improve data accuracy
Our platform enables Fund Companies and GPs to differentiate themselves from their peers through state-of-the-art digital services, driving new business and increasing customer loyalty.
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Improve customer experience
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Focus on core business
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Reduce cost
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Offering
We offer a user-friendly platform that seamlessly integrates data management, reporting, and analysis to deliver actionable insights and to support informed financial decision making.
Bringing portfolio control to the next level
A consolidated view of total wealth, improving financial planning of intricate client structures.
Simplifies portfolio creation and changes for investment professionals.
Improves customer experience and insights into wealth composition
Saving valuable time and costs by increasing efficiency and streamlining operations.