Customer Cases

When Fredrik Strömberg and his colleagues set out to build Essoge, a boutique multi-family office, they knew that getting the reporting infrastructure right wasn't optional. It was foundational. With over 25 years of industry experience across some of Sweden's most prominent advisory firms, Fredrik had seen firsthand what poor reporting cost in time, trust, and ultimately clients. Essoge was built to do things differently from the start.

Excel worked until the growing complexity of investment reporting made consistency harder to maintain. For Idmanin Founation, confidence in the numbers became just as important as the reporting itself.

Investment reporting and monitoring had become a balancing act at Pontos. The number of private funds was increasing, Excel files were stretching to their limits. The manual consolidation of liquid assets reports drained both time and energy and important figures were updated with a delay.

With more complex reporting needs and growing expectations from both the board and regulators, Aaria Unemployment Fund saw the need to move beyond manual routines. They were looking for a smarter, more structured way to manage and present their investment data.

Faced with fragmented processes and rising demands for transparency, the municipality union and foundation needed to rethink how they handled investment reporting. What had once been routine had become inefficient and the need for a streamlined, reliable solution was clear.

Before partnering with Jay Solutions, Tampere was navigating the challenges of managing diverse investments across multiple platforms. While they had previously used another service, the process remained cumbersome, time-intensive, and impractical for real-time portfolio monitoring. Attempting to handle these tasks internally would have required significant resources and effort.