Planner
Simulate and visualize your clients entire wealth
Jay Planner simplifies portfolio creation and changes for investment professionals.
The tool generates a comprehensive investment plan with performance, allocation, risk, and ESG metrics.
Customized investment Planner
The Planner tool helps customers customize investmetns universes and assets according to their preferences.
Customized workflow
The planner tool and process can be easily customized for each customer group's specific needs and limits
Easy to integrate
Hassle-free integration with other systems using smart APIs facilitates the transfer of investment plans and data from diverse systems.
Easy to use
Re-allocations and portfolio simulations can be made with just a few clicks and the results visualized immediately.
Personalized interface
The user interface and simulation results displayed in the Planner can be personalized with custom logos, fonts, and colour schemes.
Ready plan
Create a customized plan with the client based on their current portfolio and present the results in real time.
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
Our specialists will get in touch
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.
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