See Your Entire Portfolio, Hyper-personalized
Every portfolio is unique. So is every view in J-Ray. Whether it's your own wealth or your clients'. Your view is yours, shaped around your role, your priorities, and the way you work. Not a fixed layout built for everyone.
Every Asset. One Complete View. Drill Into What Matters.
Hyper-personalization starts with the full picture. J-Ray brings all your assets together in one place, including positions, returns, allocations and private assets. From there, drill into exactly what matters with analytics and reports built around your role and priorities.
How Can We Help You
What Makes This View Yours
From flexible asset structures to live dashboards to look-through analysis, these are the features that turn a portfolio into a view built entirely around you.
Flexible Assets & Structures
Support and customize any ownable asset, liquid or illiquid, and organize portfolios around the structures that suits you or each client’s needs.
Look-Through to Underlying Holdings
See the detailed breakdown of what's really inside a fund or ETF, directly from the Positions view.
Private Asset Visualization
Visualize private asset KPIs individually or across grouped holdings, including outstanding commitments, future cash flows, and capital targets.
Bank-Level Security
Safeguard portfolio information with bank-level security and multi-factor authentication, including Swedish and Finnish BankID.
Personalized Dashboards
Customize your dashboard with views of returns, performance, allocations, risks, and the exposures most relevant to you, without navigating between different views.
Exposure Analysis & Drill-Down
Explore country, currency, and regional exposures across consolidated portfolios, including broader regions such as Europe when detailed country-level data is unavailable.
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. Tailored Views lets you look through to a fund or ETF's underlying holdings, with a detailed breakdown available directly from the Positions view.
Yes. Tailored Views includes a personalized, real-time dashboard where you can customize views of returns, performance, allocations, risks, and your most relevant exposures without navigating between different screens.
J-Ray uses bank-level security and multi-factor authentication, including Swedish and Finnish BankID, to safeguard sensitive portfolio information.
Yes. Tailored Views lets you explore country, currency, and regional exposures across your consolidated portfolio, including broader regions like Europe when detailed country-level data isn't available.
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