Case Study

Asset Managers

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Case study

Advisor tool & customer reporting

Case study

Anonymous Private banking exec.

Industry/Assets covered

Private banking

Number of J-Ray users

20-50

Portfolio size

Geography

Finland

“We have significant growth ambitions for our Private Bank. As part of our growth strategy, we wanted to give our employees the best tools to service their customers and to provide them with the best reporting in the Nordics."

Anonymous Private banking exec.

1. Problem

Manual preparation

Private bank reporting was prepared manually before client meetings, taking a lot of time.

Incomplete consolidation

Customer reports did not include all asset classes and aggregated portfolio returns were not available for clients with multiple portfolios.

Inconsistent meeting materials

The quality of customer meeting materials and reports varied, service quality was inconsistent, and some compliance risks were identified.

2. Solution

Automated data feeds

Automated daily data transfer and validaton from bank’s data warehouse.

Automated reports and visualization

J-Ray Enterprise used in client meetings. Meeting materials and customer reports produced with a few clicks.

Full consolidation of assets

Creation of a simple consolidated wealth report that supports the customer care and meeting process.

Improved efficiency

The reduced preparation time allows for more client meetings and translated to more business.

Improved customer experience

The unified meeting model and consolidated reporting has improved the customer experience.

Next Steps

The aim is to provide more strategic advice for tier1 customers with the help of consolidated data from other finacial institutions.

Case studies

How we can help you

The J-Ray platform
Diverse and optimised for your needs

Innovative and user friendly

Aggregated, managed and consolidated data available on custom dashboards and reports, wherever and whenever you need it.

Transparency of Investment

We provide our customers with an objective, reliable and up-to-date view of their entire wealth, regardless of asset location and type.

People you can trust with your finance

Get personal service and support from our multi-disciplinary team of industry experts. Book a demo and learn how you can optimize your wealth management.

Our history

2012 — Forward

We originate from the wealth management world

2012 — 2019

A decade in the market
JAM Advisors was founded in 2012 as a wealth management and consolidated reporting company and JAY was an integral part of that business.

2019 – Acquired by CapMan
In early 2019, Nordic private equity pioneer CapMan buys a majority shareholding in JAM Advisors and starts the separation process.

Developing the first version of the product
Development of consolidated reports, analysis tools, and system architecture to serve the JAM customers.

2019 — 2022

Becoming independent
Beginning of 2021, wealth management was spun off from the reporting business, allowing JAY Solutions to focus on top-tier reporting solutions.

Rapid Product Development
J-RAY Platform modified to be usable by private bankers to view end client accounts, Private equity reporting, ESG reporting, investment planning etc.

Winning banking customers and establishment in Sweden
First client from Sweden, using J-RAY platform by its private bankers and end customers. First Finnish bank & asset manager as a customer. New Family office as a customer.

Now & the future

New main shareholder
February 2023 -New main shareholder in Bas Invest a Swedish based investor with background in developing software companies such at Momentum Software (sold to Advent/Aareon for 170 MEUR) and Opter.

Additonal resources for product development and data management
Management and Bas Invest are now owners of JAY and the ambition is to cement JAY as the clear leader in the Nordic market.

Establishment in Sweden
We are currently recruiting new resources to service the Swedish market.

How we do it

Our Process

A 360° overview of your entire wealth in 3-steps

A symbol representing the number one in a circle.

Aggregation

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.

A symbol representing the number two in a circle.

Refinement

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.

A symbol representing the number three in a circle.

Visualization

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.

Offering

Our wealth management products

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.

J-Ray

J-Ray provides a consolidated view of all your assets, including positions, returns, allocations, and private assets. Use drill-down analytics and reports to gain actionable insights into your wealth.

Jay Operational Services for Asset Managers and Fund Companies & GPs.

Bringing portfolio control to the next level

Enterprise

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.

A consolidated view of total wealth, improving financial planning of intricate client structures.

Planner

Jay Planner simplifies portfolio creation and changes for investment professionals. The tool generates a comprehensive investment plan with performance, allocation, risk, and ESG metrics.

Simplifies portfolio creation and changes for investment professionals.

Reports

Jay Reports is a report engine creating customized reports contributing to excellent customer experience and a comprehensive understanding of wealth.

Improves customer experience and insights into wealth composition

Operational Services

Our dedicated team possesses extensive expertise in asset management, brokerage, and fund management operations. With years of experience, we are well-equipped to handle these crucial responsibilities, allowing your business to thrive.

Saving valuable time and costs by increasing efficiency and streamlining operations.

Jay Newsroom

Find all the latest insights, news and press releases from Jay Solutions here. You can also register to our newsletter for regular insights.

Jay Solutions — Case Studies

Anonymous Private banking exec.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Assets worth

2 Billion €

Heading

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Contact & address
headquarters
Jay Solutions Oy
Visiting address, headquarters:
Urho Kekkosen katu 2c, 00100 Helsinki

Stockholm office:
Cecil Coworking,
Norrlandsgatan 10, 111 43 Stockholm

Get in touch
Email: info[@]jaysolutions.com

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Solutions

Company

About Insights Security Contact

Jay Solutions Oy: 3150260-1
Jay Solutions Sweden AB: 559452-7623

Privacy matters

Case Study

Asset Managers

Case study

Advisor tool & customer reporting

“We have significant growth ambitions for our Private Bank. As part of our growth strategy, we wanted to give our employees the best tools to service their customers and to provide them with the best reporting in the Nordics."

1.

Problem

Manual preparation

Private bank reporting was prepared manually before client meetings, taking a lot of time.

Incomplete consolidation

Customer reports did not include all asset classes and aggregated portfolio returns were not available for clients with multiple portfolios.

Inconsistent meeting materials

The quality of customer meeting materials and reports varied, service quality was inconsistent, and some compliance risks were identified.

2.

Solution

Automated data feeds

Automated daily data transfer and validaton from bank’s data warehouse.

Automated reports and visualization

J-Ray Enterprise used in client meetings. Meeting materials and customer reports produced with a few clicks.

Full consolidation of assets

Creation of a simple consolidated wealth report that supports the customer care and meeting process.

3.

Results

Improved efficiency

The reduced preparation time allows for more client meetings and translated to more business.

Improved customer experience

The unified meeting model and consolidated reporting has improved the customer experience.

Next Steps

The aim is to provide more strategic advice for tier1 customers with the help of consolidated data from other finacial institutions.

Case studies

How we can help you

The J-Ray platform Diverse and optimised for your needs

Innovative and user friendly

Aggregated, managed and consolidated data available on custom dashboards and reports, wherever and whenever you need it.

Transparency of Investment

We provide our customers with an objective, reliable and up-to-date view of their entire wealth, regardless of asset location and type.

People you can trust with your finance

Get personal service and support from our multi-disciplinary team of industry experts. Book a demo and learn how you can optimize your wealth management.

Our history

2012 — Forward

We originate from the wealth management world

2012 — 2019

2019 — 2022

Now & the future

Our Process

Aggregation

Refinement

Visualization

Our wealth management products

J-Ray

J-Ray

Enterprise

Jay

Planner

Jay

Reports

Jay

Operational Services

Jay Newsroom

Jay Solutions — Case Studies

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Assets worth

2 Billion €

Heading

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

What’s a Rich Text element?

Static and dynamic content editing

The J-Ray platform
Diverse and optimised for your needs