From Conversation to Action, in the Room
Build and adjust tailored portfolios live in the meeting. Check compliance against investment guidelines in real time and turn decisions into signed off proposals on the spot. No back office delays. Just immediate action.
Simulate, Compare and Decide.
Adjust any part of the portfolio and see the full picture instantly like performance, allocation, and risk. Compare scenarios side by side and land on the right answer together.
How Can We Help You
Turn investment conversations into action, with the data, tools and context to plan, propose and decide in the room.
Take a Plan From Draft to Decision
From building the first simulation to presenting a client-ready plan, these features support every stage of the investment planning process.
Allocation Builder
Create new portfolios or adjust existing ones by setting weights across asset classes. Start from scratch or work from a client's current holdings.
Scenario Simulation
Change any variable and see the outcome instantly. Compare multiple scenarios side by side to find the right allocation.
Risk Analysis
See VaR, volatility, and stress tests against historical crises, for the full portfolio including alternatives and real estate.
ESG Metrics
Sustainability scores and exclusion screening built into the planning flow, not a separate report.
Performance Overview
See expected return based on the proposed allocation, with historical context to ground the conversation.
Multi-Asset Coverage
Stocks, bonds, alternatives, real estate, all modelled in one view with consistent data.
Clarity for Everyone Who Owns, Advises or Manages Wealth
Asset & Private Wealth Owners
Single Family Offices
Bring the entire wealth picture together across every entity, asset, and advisor, organized around the way your family office works.
HNW Individuals
See your entire wealth story in one place, including private assets, organized around what matters most to you.
Institutional Investors
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Asset & Wealth Managers
Private Banks
Help every advisor know which clients need attention today and why, making every interaction more proactive, relevant, and valuable.
Multi-Family Offices
Start every morning with a prioritized view of every family, with briefings and client presentations ready in minutes instead of days.
Fund Companies
Deliver reporting that feels personal to every investor while aggregation and validation happen automatically behind the scenes.
Our Unified Wealth Management Platform
Wealth is constantly changing, and the view of it should keep pace. Our platform keeps the entire wealth and asset picture secure, current and in context. Consolidated data, tailored views, reporting and secure AI come together in one hyper-personalized picture that reflects what matters now.
AI Companion
One embedded AI companion, working
across every view and function.
Tailored Views
Hyper-personalized, configurable views of the portfolio, shaped around how you work.
Private Assets
Every private and unlisted holding, tracked with the same precision as the rest of the portfolio.
Reports
Create and export customized reports straight to PowerPoint, Excel, or PDF.
Investment Planning
Generate a comprehensive investment plan with performance, allocation, risk, and ESG metrics.
Frequently Asked Questions
Yes. The tool can create a new custom multi-asset portfolio and instantly show simulated results of performance, allocation, risk, and ESG.
Yes. The user interface and simulation results displayed in the Planner can be personalized with custom logos, fonts, and colour schemes.
Yes. Re-allocations and portfolio simulations can be made with just a few clicks, with results visualized immediately, so you can create a customized plan based on the client's current portfolio and present it on the spot.
Yes. You can customize investment universes and assets according to your preferences, and the tool can be tailored to each client group's specific needs and preferences.
Talk to the People
Behind Jay
Discover what greater clarity, deeper insight and a hyper-personalized view of wealth and assets can make possible.
Let’s explore it together.
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