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 Builds 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.
What 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.
Asset Owners Reports
Asset owners can see and share performance, allocation, risks, ESG and other key metrics in one simple report.
Automated Workflows Reports
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 Reports
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
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.
Talk to the People Behind Jay
Whether you're managing your own wealth or your clients', ask us anything.
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