Trusted by
We are transforming wealth management through our cutting-edge data management and consolidated reporting technology, empowering investors with the tools they need to take control of their wealth.
We have over 10 years of expertise in servicing asset managers and institutional investors
Professionals
+30
Professionals at your service
Years
12
The service has been live in market for 12 years
Customers
+150
And more than 40 000 clients using our services
API’s & Connections
+120
+30 Banks
+20 Fund Companies
+50 Private Asset GPs
+10 Portfolio systems
Assets under reporting
+50
bn €
Billion euros assets under reporting
How we do it
A 360° overview of your entire wealth in 3-steps
The client's wealth is often distributed across various asset types, making it challenging to gain a comprehensive understanding and analysis of their financial standing. Our product offers a complete consolidation of liquid, illiquid, and alternative assets, providing the business or person with a holistic 360° view of their entire wealth.
Our platform integrates third-party data sources like Bloomberg, Morningstar, Sustainalytics, and MSCI to provide clients with enhanced analytical capabilities. Our AI and machine learning technologies automate investment updates, saving time and improving accuracy. This also saves on costs and offers clients a comprehensive 360° view of their financial standing.
The platform provides a centralized repository for the client's wealth data, accessible anytime and from anywhere. J-Ray offers intuitive visualization, while customizable reports enable the client to present the specific information relevant to their principals. With this product, the client can rely on a single source of truth for their consolidated reporting and analyses needs.
Target Solutions
Making the complex simple. Created by asset managers for asset managers.
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.