Reports
Analyze and drill down into your clients' entire wealth
Analyze and drill down into your clients' entire wealth, then export customized reports to PowerPoint, Excel, or PDF and keep editing from there.
Jay Reports is a report engine creating customized reports contributing to excellent customer experience and a comprehensive understanding of wealth.
Asset owners Reports
Asset owners can see and share performance, allocation, risks, ESG and other key metrics in one simple report.
Automated workflows Report
Time, cost and hassle are saved thanks to the system’s automated workflows, sending reports directly to the receiver.
ESG reporting
Use Jay's one-page ESG snapshot to understand the ESG risk of the consolidated portfolio. Use the comprehensive report to view product exposures and other key metrics.
Family offices Report
Family offices can visualize complex structures and get an overview of total wealth with simple one-page snapshots.
Instrumental analytics Reports
Increased portfolio efficiency choosing the best instruments, making neutral comparisons, simulating scenarios, and using VaR.
Private assets reporting
Consolidated private asset portfolios key metrics can be viewed in Jay’s private assets reports. The report shows, for example, calculated performance, estimated cash-flows and capital targets.
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
Let's talk it through
Have a question about how Reports would work for your portfolio?
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