Trusted by
Our mission
“We understand the importance of delivering accurate and thorough financial reports. As a result, banks, funds and private market funds have consistently relied on us to handle this crucial aspect of their operations.”
Operations Director
Product
Jay Reports is a report engine creating customized reports contributing to excellent customer experience and a comprehensive understanding of wealth.
Features
Take advantage of Jay’s reports to gain a deeper understanding of your or your clients’ total wealth.
The automated workflows save time, costs and reduce errors in reporting. Jay can automate and send reports directly to the stakeholders.
Smart analytics – built by asset manager for asset managers. Use our portfolio, instrument and risk analytics to fully understand your wealth.
As a customer, you can use Jay’s ready reports for all sorts of reporting including: Consolidated portfolio reporting.
Asset owners can see and share performance, allocation, risks, ESG and other key metrics in one simple report.
Time, cost and hassle are saved thanks to the system’s automated workflows, sending reports directly to the receiver.
ESG reports and a simple one-page ESG snapshot, display your stock portfolio's ESG risk and metrics.
Family offices can visualize complex structures and get an overview of total wealth with simple one-page snapshots.
Increased portfolio efficiency choosing the best instruments, making neutral comparisons, simulating scenarios, and using VaR.
As a private asset GP, Jay Planner can produce visually appealing quarterly reports for LPs.
The report engine supports over 100 ready reports and is developed with asset managers and owners to disclose hidden dependencies in your portfolios.
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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.