Product

J-Ray

Trusted by

Logo - Live.Logo - Hereditas.Logo - Espoo Esbo.Logo - CapMan Wealth Services.Logo - Boye Advisory.

Our mission

“J-Ray provides our HNWI and institutional clients with the power to take complete control of their entire wealth through an intuitive, easy-to-use interface and automated, yet professionally supervised, report generation.”

Mikko Sjöblom

Team Lead, Asset Owners

Product

J-Ray

Make complex simple

Gain control of your entire wealth

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.

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Help your customers

Investment Plan

Create an investment plan for your customer

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Choose a portfolio

Create a new portfolio or modify an existing portfolio.

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Choose investments

Choose assets and the desired allocation.

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See results

Explore results, performance, allocation, risk and key ESG metrics.

Features

Benefits of J-Ray

Bringing portfolio control to the next level

J-Ray visualizes the consolidated and enriched data. Our HNW Individuals and institutional clients can take charge of their entire wealth through an intuitive and easy-to-use interface.

J–Ray
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All assets in one place

See your consolidated portfolio in one place. J-Ray supports any ownable asset and enables their analysis both alongside one another and separately.

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Save time with professional tools

Take benefit of the customized dashboard and sophisticated drill-down analytics on both liquid and illiquid assets.

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Attain control of your counterparties and partners

Objectively benchmark and compare your investments and counterparties to ascertain efficient portfolio construction. Transparent fee breakdowns and result comparisons guarantee best long-term results.

Features

All asset types

The platform supports all ownable assets and provides a comprehensive view of liquid and illiquid assets.

Bank-level security

Bank-level security to safeguard assets, utilizing a range of multi-factor authentication methods, such as Swedish and Finish BankID.

Customized assets

Asset classes of any type can be customized and visualized to suit every client’s needs and preferences.

Customized dashboard

The landing page can be customized with a smart widget library. Allocations, returns and risks are seen in one simple view.

Customized structures

The platform facilitates various support structures like Core and Satellite investments, sub-structuring grant funds for foundations.

Drill-down

Gain insights into your country and currency exposures by examining your consolidated portfolios, identifying any hidden dependencies.

Private asset visualization

Private asset KPIs can be viewed separately and in groups. Outstanding commitments, future cash flows and capital targets analysed.

Real-time overview

Real-time overview of consolidated portfolio returns and performance of asset classes, wealth managers, and individual assets.

Relevant for

HNW Individuals

All assets in one place

Gain a holistic view of your entire wealth

Empower yourself and improve time-to-action

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Institutional Investors

Simplify data aggregation

Benefit from ready-made reports

Gain a holistic view of the portfolio

Improve data accuracy

Reduce costs

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Testimonial 1

“The adoption of AI and machine learning technology to enhance its reporting solution set it apart from the competition.”

Person name + title
Client name

Testimonial 3

“The adoption of AI and machine learning technology to enhance its reporting solution set it apart from the competition.”

Person name + title
Client name

Client feedback

Testimonials

What our customers are saying

Testimonial 1

“J-Ray quickly turned out to be much more than a technology vendor… Their business model makes them a true technological partner that supports us proactively in our growth strategy, and in turn has differentiated our value proposition tremendously.”

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Client name

Testimonial 2

“Our Private Wealth Clients are extremely demanding… with J-Ray, we can support our clients’ needs with a state-of-the-art wealth platform that allows us to consolidate all custodians, integrate and organize non-financial assets and set up the entire legal structure to offer our clients a true comprehensive and holistic vision of their assets”

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Client name

Testimonial 3

“The adoption of AI and machine learning technology to enhance its reporting solution set it apart from the competition.”

Person name + title
Client name

Testimonials
We understand that every family office is different. By originating from the wealth management industry we understand the complexity you are facing and that is why have developed our platform. Our J-Ray platform is able to consolidate all your assets in one place, giving you one source of truth.

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Target Solutions

Solutions For Your Needs

Making the complex simple. Created by asset managers for asset managers.

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.

Improve customer experience

Empower advisors with total portfolio control

Save time and reduce cost

Benefit from professional data management

Family Offices

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.

Improve customer experience

Visualize complex structures in a simple, yet accurate way

Empower advisors with total portfolio control

Reduce costs

HNW Individuals

Our comprehensive solution enables Private Investors to effortlessly maintain control over their total wealth and monitor the performance of their investments and partners.

All assets in one place

Gain a holistic view of your entire wealth

Empower yourself and improve time-to-action

Institutional Investors

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.

Simplify data aggregation

Benefit from ready-made reports

Gain a holistic view of the portfolio

Improve data accuracy

Fund Companies & GPs

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.

Improve customer experience

Focus on core business

Reduce cost

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

Read more

J-Ray

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.

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

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

Read more

Jay

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.

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

Simplifies portfolio creation and changes for investment professionals.

Read more

Jay

Reports

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

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

Improves customer experience and insights into wealth composition

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Jay

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.

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

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

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