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 the entire wealth picture, whether for your own needs or those of your clients. Export customized reports to Excel, PDF or PowerPoint, and keep editing from there.
We know data management is as crucial as the report itself. Every report is built on accurate, current data and tailored to the people it serves. The result is a more personal reporting experience and a clearer understanding of wealth and assets.
How Can We Help You
Turn complex portfolio data into clear, ready-to-use reporting, with the analytics, formats and flexibility to get to the answer faster.
Built to Power Every Report You Need
From simple snapshots to fully customized report packages, these tools turn portfolio data into the information 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.
Clarity for Everyone Who Owns, Advises or Manages Wealth
Asset & Private Wealth Owners
Single Family Offices
Bring the entire wealth picture 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.
Institutional Investors
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Asset & 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.
Our Unified Wealth Management Platform
Wealth is constantly changing, and the view of it should keep pace. Our platform keeps the entire wealth and asset picture secure, current and in context. Consolidated data, tailored views, reporting and secure AI come together in one hyper-personalized picture that reflects what matters now.
AI Companion
One embedded AI companion, working
across every view and function.
Tailored Views
Hyper-personalized, configurable views of the portfolio, shaped around how you work.
Private Assets
Every private and unlisted holding, tracked with the same precision as the rest of the portfolio.
Reports
Create and export customized reports straight to PowerPoint, Excel, or PDF.
Investment Planning
Generate a comprehensive investment plan with performance, allocation, risk, and ESG metrics.
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
Discover what greater clarity, deeper insight and a hyper-personalized view of wealth and assets can make possible.
Let’s explore it together.
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