Master Your Private Assets with Greater Precision
Asset Editor gives private assets a home in the wealth portfolio. Valued, tracked, and updated automatically, not chased down manually. One more thing off your plate, permanently.
Automatically Values, Tracks, and Updates Every Private Asset
All your private assets, cash accounts, loans and liabilities in one place, accessible anywhere, at any time.
No more fragmented data or manual number-crunching. What you own and what you owe live in the same complete picture, not two separate systems.
How Can We Help You
Everything Built Around Your Private Assets
From valuations and cash accounts to liabilities, secure documents, and multi-generational planning, every feature keeps private assets as current and reliable as the rest of your portfolio.
Unified Asset Management
Consolidate private assets, from real estate to private equity, in one clear, up-to-date view.
Accurate valuations
Access current, reliable valuations of your private assets and make informed decisions based on the latest data.
Cash Account Management
Manage cash account transactions in one view, link accounts directly to transactions, and record values in each account’s own currency.
Loans & Liabilities Tracking
Track mortgages, investment loans, personal loans, and other liabilities alongside your assets and transactions.
Secure Document Management & Collaboration
Securely store agreements, contracts, and other important documents in one organized location, while giving authorized teams and stakeholders access to the same accurate information.
Built to Scale Across Generations
Adapt as portfolios, structures, and stakeholders grow while preserving reliable asset information for future generations.
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. Asset Editor synchronizes data automatically across platforms and keeps the entire portfolio updated in real time, so private asset values don't require manual updates to stay current.
Yes. Asset Editor securely stores agreements, contracts, and other important documents in one organized location, while giving authorized teams and stakeholders access to the same accurate information.
Yes. Asset Editor includes cash accounts, loans, and liabilities together with private assets, and lets you link cash accounts directly to individual transactions, so what you own and what you owe live in the same complete picture instead of two separate systems.
Yes. Asset Editor lets you work in each account's own currency while still seeing your full financial position in one place.
Talk to the People Behind Jay
Whether you're managing your own wealth or your clients', ask us anything.
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