Tailored Views
Gain control of your entire wealth
J-Ray provides a consolidated view of all your assets, including positions, returns, allocations, and private assets.
Use drill-down analytics and reports to gain actionable insights into your wealth.
All asset types
The platform supports all assets and provides a comprehensive view of both liquid and illiquid holdings.
Bank-level security
Bank-level security to safeguard data, utilizing a range of multi-factor authentication methods such as Swedish and Finnish BankID.
Customized assets
Asset classes of any type can be customized and visualized to suit every client’s needs and preferences.
Customized dashboard
The landing page can be customized with a smart widget library. KPIs, such as allocations, returns and risks are visualized in one simple view.
Customized structures
The platform supports various groupings, such as Core and Satellite investments and sub-structuring of grant funds for foundations.
Drill-down
The Drill-down analytics enable disclosure of hidden dependencies and benefit from various third-party data vendors on topics such as ESG and full holdings transparency.
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
Learn more about Jay
Get a straight answeron how Tailored Views would work for your own portfolio. Let's talk it throughwith our team.
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