From Question to Answer, In the Room
Create, adjust, and present tailored portfolios in the meeting itself. When changes are needed, they can be signed off immediately.
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.
What we can help you do
Take a Plan From Draft to Decision
From building the first simulation to presenting a client-ready plan, these are the features that carry an investment plan from draft to decision.
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.
See What's Behind You. Shed Light on What's Ahead.
J-Ray doesn't simply tell you where things stand today. It helps you understand how you got here, explore what could happen next, and make better decisions while there's still time to act. Whether you're reviewing historical performance, preparing for a client conversation, evaluating a new investment, or planning for future liquidity, every insight comes from the same connected wealth picture.
J-Ray is comprised of different functions, working together as a single platform to give you a hyper personalized view of your wealth, complete and current, without switching between separate tools to get it.
Ai Companion
One embedded AI companion, working
across every view and function.
Private assets
Every private and illiquid holding, tracked with the same precision as the rest of your portfolio.
Reports
Create and export customized reports straight to PowerPoint, Excel, or PDF, and pick up editing from there instead of rebuilding slides by hand.
Investment planning
Generate a comprehensive investment plan with performance, allocation, risk, and ESG metrics
Tailored views
Hyper personalized, configurable views of your portfolio, shaped around how you work.
Built for Every Kind of Wealth Management Team
Asset Owners
Single Family Offices
Bring your entire wealth 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.
Foundations
Protect your mission with one connected investment structure powering every report, from board meetings to annual reporting, with complete look-through.
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.
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
Whether you're managing your own wealth or your clients', ask us anything.
Get the Nordic Lens by Jay
A monthly perspective on developments in the Nordic market. Designed to help you understand what´s changing and why.