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Our mission
"With Jay Planner, financial advisors can effortlessly simulate portfolio compositions and visualize their impact on allocation, risk profile, and other key metrics."
Product Owner
Product
Jay Planner simplifies portfolio creation and changes for investment professionals. The tool generates a comprehensive investment plan with performance, allocation, risk, and ESG metrics.
Features
Use the Jay Planner in customer meetings and visualize the result of a refined portfolio in client-tailored reports.
The planner can create a new custom multi-asset portfolio and instantly show simulated results of performance, allocation, risk and ESG.
Portfolio creation and changes are simplified and visualization improved, saving time for investment professionals.
Hassle-free integration with other systems using smart APIs facilitates the transfer of investment plans and data from various systems.
The Jay Planner tool helps customers customize investment universes and assets according to their preferences.
The planner tool and process can be easily customized for each customer group's specific needs and preferences.
Hassle-free integration with other systems using smart APIs facilitates the transfer of investment plans and data from diverse systems.
Re-allocations and portfolio simulations can be made with just a few clicks and the results visualized immediately.
The user interface and simulation results displayed in the Planner can be personalized with custom logos, fonts, and colour schemes.
Create a customized plan with the client based on their current portfolio and present the results promptly.
The planner can create a new custom multi-asset portfolio and instantly show simulated results of performance, allocation, risk and ESG.
Experience the power of simulation. Portfolio changes can be translated into simulated performance, returns, and other key figures.
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Target Solutions
Making the complex simple. Created by asset managers for 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.
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Improve customer experience
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Empower advisors with total portfolio control
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Save time and reduce cost
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Benefit from professional data management
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.
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Improve customer experience
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Visualize complex structures in a simple, yet accurate way
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Empower advisors with total portfolio control
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Reduce costs
Our comprehensive solution enables Private Investors to effortlessly maintain control over their total wealth and monitor the performance of their investments and partners.
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All assets in one place
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Gain a holistic view of your entire wealth
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Empower yourself and improve time-to-action
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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.
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Simplify data aggregation
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Benefit from ready-made reports
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Gain a holistic view of the portfolio
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Improve data accuracy
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.
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Improve customer experience
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Focus on core business
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Reduce cost
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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.
Bringing portfolio control to the next level
A consolidated view of total wealth, improving financial planning of intricate client structures.
Simplifies portfolio creation and changes for investment professionals.
Improves customer experience and insights into wealth composition
Saving valuable time and costs by increasing efficiency and streamlining operations.