Turn Portfolio Data Into the Report You Need, Ready to Present
It starts with consolidated data. Our reports engine turns that into the exact report you need, choosing from 200+ ready-made, customizable options, presentation-ready in minutes.
Analyzes Portfolio Data and Build Reports You Can Export Anywhere
Analyze and drill down into your clients' entire wealth, then export customized reports to Excel, PDF or PowerPoint, and keep editing from there. We know data management is as crucial as the report itself, so every report is built on data that's accurate, current, and organized around the people you serve, giving them an experience that feels personal and a view of their wealth they can actually understand.
How Can We Help You
Built to Power Every Report You Need
From simple snapshots to fully custom report packages, these are the tools that turn portfolio data into whatever your stakeholders need to see.
Reporting for Asset Owners & Family Offices
Create and share clear reports covering performance, allocation, risk, ESG, complex structures, and total wealth, tailored to the needs of asset owners and family offices.
Automated Reporting Workflows
Automate report creation and distribution to save time, reduce errors, and deliver reports directly to stakeholders.
ESG & Private Asset Reporting
Create clear ESG snapshots and detailed private asset reports, including visually engaging quarterly reports for investors and LPs.
Instrument Analytics & Custom Date Ranges
Compare instruments, simulate scenarios, analyze risk and VaR, and evaluate securities over freely selectable time periods.
Extensive Report Library
Choose from an extensive library of ready-made reports developed with asset managers and owners to reveal portfolio performance, risks, and hidden dependencies.
Flexible Report Packages & Export
Build larger report packages in the order you need, arrange pages alphabetically or by date, and export directly to PowerPoint, Excel, or PDF.
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 Reports supports automated reporting workflows that generate and distribute reports directly to stakeholders, saving time and reducing errors.
The Reports includes an extensive library of over 300 ready-made reports, developed with asset managers and owners, covering portfolio performance, risk, and hidden dependencies.
The Reports exports directly to PowerPoint, Excel, or PDF.
Yes. The Reports creates clear ESG snapshots and detailed private asset reports, including visually engaging quarterly reports for investors and LPs.
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Whether you're managing your own wealth or your clients', ask us anything.
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