How Essoge made reporting the foundation of their business

The Challenge

Essoge serves a small number ofhigh-net-worth families with a highly tailored, long-term advisory model. Fromthe outset, the team wanted to offer their clients something rare in theindustry: a truly consolidated view of their entire wealth, spanning listedassets, private holdings, real estate, and forest properties, regardless ofwhere those assets were held.

The legal reporting side wasalready handled by their custodian. But that covered only part of the picture.The team needed something that could bring everything together and present itin a way that reflected the quality of their advisory offering.

"The badwill is so muchgreater than the goodwill if something goes wrong," Fredrik explains."One incorrect figure and clients don't just lose faith in the report.They lose faith in us."

Having spent years evaluatingreporting systems across multiple markets and firms, Fredrik approached thesearch with clear criteria: flexibility, data quality, and a team that trulyunderstood the complexity of multi-asset wealth management.

Why Jay?

The path to Jay came through anunexpected route. While evaluating another portfolio system provider, thevendor themselves suggested Jay as a better fit. "They said: we'reprobably not the right solution for you, but there's a Finnish system calledJay Solutions that works with this type of firm," Fredrik recalls."That kind of honesty was itself a good signal."

"We felt that Jay spokethe same language," says Fredrik. "These were not salespeople pushinga product they barely understood. They had a background in the industry. Theyknew what we were dealing with."

The combination of platformflexibility, data quality, consolidated reporting across asset classes, and aprice point that made sense for a newly launched firm sealed the decision. Jaybecame one of the first investments Essoge made as a business.

The Solution

From the beginning, Essoge andJay worked closely together to build something that reflected Essoge's standardof client service. A team of four Jay analysts collaborated with the Essogeteam to craft a monthly investor report that was pixel perfect, fully tailoredto each client's preferences and holdings.

"If we say we work withthe whole picture, we need to actually show it," Fredrik explains."We can't tell clients we manage everything and then hand them an Excelwhen it comes to reporting."

The Results

For Essoge, the value of Jay ismost visible not in what the platform does, but in what it eliminates. The teamcan trust that the data is accurate without double-checking it themselves,freeing them to focus on the advisory work that actually differentiates them.

That confidence has a directcommercial impact. Essoge uses the platform as part of their sales process,demonstrating to prospective clients what a consolidated wealth overview lookslike in practice.

"The value isn't justin what we gain," Fredrik reflects. "It's in what weak reportingwould have cost us. Clients we couldn't have won, and clients we might havelost."

Looking Ahead

Essoge's ambition is to growcarefully, adding a handful of clients per year, each with a deeplypersonalised service. That model puts a premium on everything being tailored,and Jay's upcoming J-Ray views are squarely aligned with that direction.

"Our whole offer isbuilt on the idea that clients are not the same," says Fredrik. "Theability to customise what each client sees when they log in. That's exactlywhere we want to go."

About Essoge

Essoge is a boutiquemulti-family office based in Sweden, founded in 2023 by a team of senior wealthmanagement professionals. The firm provides highly personalised, long-termadvisory services to a select number of high-net-worth families, covering thefull breadth of their financial lives, from investment management and reportingto tax and estate planning.

For more information visit: essoge.se