Every Investor Relationship Deserves More Than a Standard Report.
Give every investor a complete, trusted view built around their entire holdings, structure and relationship with your firm, without adding more reporting work behind the scenes.
A More Personal Investor Experience Shouldn’t Mean More Manual Work
Every investor relationship is different, but delivering a reporting experience that reflects those differences can create significant work behind the scenes. Data sits across systems and sources, while teams need to ensure what reaches investors is accurate, complete, user-friendly and ready on time.
Instead of reports delivered days after month-end, views are updated daily, giving fund companies and their investors up-to-date insights whenever they access the platform. Views can be individually configured for both the asset manager and the investor, then turned into an individual investor report at the push of a button.
Aggregation, validation and regulatory work happen in the background, reducing manual preparation and giving teams more time for investor relationships, decisions and growth.
How Can We Help You
Deliver a more personal investor experience without creating more work behind the scenes. Give teams more time for investor conversations and higher-value work, with trusted reporting that can scale as expectations grow.
What Fund Companies & Asset Managers Shouldn’t Compromise On
Complete Asset and Product Coverage
Liquid, illiquid and alternative assets are enriched and visualized within the same reporting experience, giving investors a complete picture rather than only what is easiest to aggregate.
Validated, Enriched Data
Whether clients’ investments are held through funds, discretionary mandates, insurance wrappers or individual instruments, public or private, positions are validated and reconciled across transactions and market data. Holdings are enriched with authoritative third-party sources including Bloomberg, Morningstar, Sustainalytics and MSCI.
Investor-Ready Personalization
A polished, branded and user-friendly view and reporting experience tailored to the individual relationship, rather than a generic template.
A Secure, Dedicated Environment
Each investor’s data remains within its own secure environment, built around the relationship between your firm and your client.
Read Our Insights
Explore our latest articles and perspectives on the topics shaping wealth management today.
AI That Strengthens the Analysis Behind Every Investment Decision
Why Ethics in AI Matter More Than Ever
.png)
Finding It Hard to Keep Track of Your Private Assets? You Are Not Alone
The Next Advantage in Wealth Management Is Context
Frequently Asked Questions
Every J-Ray view and report is built around that investor’s specific holdings, structure and relationship with your firm, rather than a generic template with their name inserted. Views and reports can be changed at the click of a button.
Yes. J-Ray supports liquid, illiquid and alternative assets, with holdings enriched and visualized within the same reporting experience.
Yes. Each investor’s data exists within its own secure environment, built around the relationship between your firm and that client rather than a generic AI system drawing from a shared pool.
Our platform provides daily insights from both the asset manager’s perspective and the end-client perspective. These views are dynamic, and the underlying data is updated daily. Our platform combines third-party data enrichment, full asset-type coverage including illiquid assets, and white-labelled, investor-ready output in a single managed service. The reporting experience is personalized, while aggregation, validation and regulatory work happen quietly in the background.
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.
Get the Nordic Lens by Jay
A monthly perspective on developments in the Nordic market. Designed to help you understand what´s changing and why.