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Solutions for

Asset Managers

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Customer group

Asset Managers

Our platform offers a way for Asset Managers to differentiate themselves from their peers through state-of-the-art digital services, driving new business and increasing customer loyalty.

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Asset Managers
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Drive new business

Uncover and visualize portfolio qualities and holdings from all perspectives.

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Reduce costs

J-Ray simplifies meeting preparations and customer communication by reducing the need for manual tasks.

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Increase loyalty

The attractive online solutions and thoroughly designed and personalized reports will meet the demands of the most stringent customers.

Improve customer experience

  • Offer customers a seamless digital experience with personalized branding.
  • Provide customers with visually attractive, accurate and relevant information.
  • Fulfill the needs of even the most demanding customers with fully automated report production.
  • Use J-Ray and report templates to disclose hidden facts and dependencies and benefit from various third-party data vendors on topics such as ESG and full holdings transparency.

Empower advisors with total portfolio control

  • Utilize drill-down analytics of individual portfolios and on aggregate level.
  • Gain complete control of your performance analysis.
  • Use model portfolios to illustrate past performance of mandates and strategies.
  • Efficiently manage all levels of risk and set up alarms for thresholds.
  • Simulate and visualize client portfolios and suggested changes with Jay Planner.

Save time and reduce cost

  • Focus on value-added tasks and new business generation by streamlining manual processes.
  • Prepare meetings with a few clicks with the help of automatically generated reports and visualizations.
  • Automate workflows and integrate them into existing systems to reduce manual workload.
  • State-of-the-art encryption and authentication technologies protect against unauthorized access.

Benefit from professional data management

  • Harness the power of data validation and tap into our expert knowledge of error handling and information supplementation.
  • Enhance position data by incorporating financial and qualitative information collected from numerous sources.
  • Take advantage of ready-made 3rd party data integrations to leading data vendors such as Morningstar, Sustainalytics, MSCI, S&P, Bloomberg etc.
  • Complement inhouse teams by outsourcing non-core operations tasks.

Wealth management data in depth

Insights for you

A 360° overview
Your entire wealth in 3-steps

Consolidation

Your wealth are often split between different asset types which makes it almost impossible to gain control and analyze the wealth from a holistic perspective. Our product creates a complete consolidation of liquid, illiquid and alternative assets which gives you a complete 360° overview of your entire wealth.

Enrichment & Structuring

We add third-party data sources like Bloomberg, Morningstar, Sustainalytics, and MSCI to provide our customers with deeper analytical capabilities. This enables informed decision-making for asset portfolios. Our platform is structured with AI and machine learning to automatically update investment information, saving time and improving accuracy, and eliminating errors caused by manual updates.

Visualization

Our product serves as a single source of truth for your wealth and can be accessed at anytime and from anywhere. The visualization is done through either our J-Ray portal or through our easy to use reports which can be customized to show whatever you want to show to your principals.

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How it works

Get full control of your investments with J-Ray

We offer a innovative asset management system that takes disparate financial data and consolidates it into a unified and structured system.

The visualization is done through either our J-Ray portal or through our easy to use reports which can be customized to show whatever you want to show to your principals.

Book a demo
Custom-made for your needs

J-Ray features

Compability, features and benefits

We offer a innovative asset management system that takes disparate financial data and consolidates it into a unified and structured system.

The visualization is done through either our J-Ray portal or through our easy to use reports which can be customized to show whatever you want to show to your principals.

Save time

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Customize

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Export & share

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Simplicity

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Security

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Security

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Security

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Security

With our data management system you save both time and can easier make informed decisions about your or your clients wealth.

Testimonials
We understand that every family office is different. By originating from the wealth management industry we understand the complexity you are facing and that is why have developed our platform. Our J-Ray platform is able to consolidate all your assets in one place, giving you one source of truth.

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See our case studies

Case Study

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Products Included in Solution

J-Ray

Enterprise

Gain control of your client’s entire wealth

Jay

Planner

Simulate and visualize your clients entire wealth

Jay

Reports

Report, analyze and drill down into your clients entire wealth

Jay

Operational Services

Focus on your core business

How we do it

Our Process

A 360° overview of your entire wealth in 3-steps

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Aggregation

The client's wealth is often distributed across various asset types, making it challenging to gain a comprehensive understanding and analysis of their financial standing. Our product offers a complete consolidation of liquid, illiquid, and alternative assets, providing the business or person with a holistic 360° view of their entire wealth.

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Refinement

Our platform integrates third-party data sources like Bloomberg, Morningstar, Sustainalytics, and MSCI to provide clients with enhanced analytical capabilities. Our AI and machine learning technologies automate investment updates, saving time and improving accuracy. This also saves on costs and offers clients a comprehensive 360° view of their financial standing.

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Visualization

The platform provides a centralized repository for the client's wealth data, accessible anytime and from anywhere. J-Ray offers intuitive visualization, while customizable reports enable the client to present the specific information relevant to their principals. With this product, the client can rely on a single source of truth for their consolidated reporting and analyses needs.

Offering

Our wealth management products

We offer a user-friendly platform that seamlessly integrates data management, reporting, and analysis to deliver actionable insights and to support informed financial decision making.

J-Ray

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.

Jay Operational Services for Asset Managers and Fund Companies & GPs.

Bringing portfolio control to the next level

Read more

J-Ray

Enterprise

J-Ray Enterprise is a reporting and analytics tool for wealth and asset managers. Users get a consolidated view of total wealth, improving the financial planning of intricate client structures.

Jay Operational Services for Asset Managers and Fund Companies & GPs.

A consolidated view of total wealth, improving financial planning of intricate client structures.

Read more

Jay

Planner

Jay Planner simplifies portfolio creation and changes for investment professionals. The tool generates a comprehensive investment plan with performance, allocation, risk, and ESG metrics.

Jay Operational Services for Asset Managers and Fund Companies & GPs.

Simplifies portfolio creation and changes for investment professionals.

Read more

Jay

Reports

Jay Reports is a report engine creating customized reports contributing to excellent customer experience and a comprehensive understanding of wealth.

Jay Operational Services for Asset Managers and Fund Companies & GPs.

Improves customer experience and insights into wealth composition

Read more

Jay

Operational Services

Our dedicated team possesses extensive expertise in asset management, brokerage, and fund management operations. With years of experience, we are well-equipped to handle these crucial responsibilities, allowing your business to thrive.

Jay Operational Services for Asset Managers and Fund Companies & GPs.

Saving valuable time and costs by increasing efficiency and streamlining operations.

Read more

Contact & address
headquarters
Jay Solutions Oy
Visiting address, headquarters:
Urho Kekkosen katu 2c, 00100 Helsinki

Stockholm office:
Cecil Coworking,
Norrlandsgatan 10, 111 43 Stockholm

Get in touch
Email: info[@]jaysolutions.com

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J–Ray
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J–Ray Enterprise
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Jay Planner
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Jay Reports
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Operational Services

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Asset Managers
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Family Offices
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HNW Individuals
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Fund Companies & GPs

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Jay Solutions Oy: 3150260-1
Jay Solutions Sweden AB: 559452-7623

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