Case Study

Institutional Investors

A man and woman at Jay Solutions talking in a meeting room.

Trusted by

Logo - Live.Logo - Hereditas.Logo - Espoo Esbo.Logo - CapMan Wealth Services.Logo - Boye Advisory.
Case study

Improved reporting

Case study
Anonymous Institutional Investor
Industry/Assets covered
Corporate Pension Company
Number of J-Ray users
Portfolio size
50 MEUR+

“Our organization is very streamlined and we need to focus on our core duties. We sought for an experienced outsourcing partner as reporting requirements have increased considerably and continuously change."

Anonymous Institutional Investor



Complex reporting

Organization did not have sufficient inhouse resources to keep up with the evolving data management and reporting processes.

More regulatory requirements

Standard reporting solutions weren’t enough as regulatory requirements were so specific.

Industry know-how

Industry know-how was of essence as the need was for a partner capable of adjusting to the continuous change.



Automated data gathering

Automated and outsourced data consolidation from asset managers, custodians and GP’s immediately after every transaction or cashflow.

Improved data accuracy

J-Ray with daily transaction and position reconciliation ascertains full accountability of data to be used as basis for decision making.

Tailored reports

Reports tailored for the specific customer’s need and maintained according to the ever changing requirements.



Focus on core duties

The outsourcing of non-core functions allows the customer to focus on their main responsibilities.

Improved Quality

Daily reconciliation and numerous verification processes ascertain data timeliness and quality.

Next Steps

Continuous development of processes and deliveries together with a highly talented team.

Case studies

How we can help you

The J-Ray platform
Diverse and optimised for your needs

Innovative and user friendly

Aggregated, managed and consolidated data available on custom dashboards and reports, wherever and whenever you need it.

Read more

Transparency of Investment

We provide our customers with an objective, reliable and up-to-date view of their entire wealth, regardless of asset location and type.

Read more

People you can trust with your finance

Get personal service and support from our multi-disciplinary team of industry experts. Book a demo and learn how you can optimize your wealth management.

Read more
Our history

2012 — Forward

We originate from the wealth management world

2012 — 2019

A decade in the market
JAM Advisors was founded in 2012 as a wealth management and consolidated reporting company and JAY was an integral part of that business.

2019 – Acquired by CapMan
In early 2019, Nordic private equity pioneer CapMan buys a majority shareholding in JAM Advisors and starts the separation process.

Developing the first version of the product
Development of consolidated reports, analysis tools, and system architecture to serve the JAM customers.

2019 — 2022

Becoming independent
Beginning of 2021, wealth management was spun off from the reporting business, allowing JAY Solutions to focus on top-tier reporting solutions.

Rapid Product Development
J-RAY Platform modified to be usable by private bankers to view end client accounts, Private equity reporting, ESG reporting, investment planning etc.

Winning banking customers and establishment in Sweden
First client from Sweden, using J-RAY platform by its private bankers and end customers. First Finnish bank & asset manager as a customer. New Family office as a customer.

Now & the future

New main shareholder
February 2023 -New main shareholder in Bas Invest a Swedish based investor with background in developing software companies such at Momentum Software (sold to Advent/Aareon for 170 MEUR) and Opter.

Additonal resources for product development and data management
Management and Bas Invest are now owners of JAY and the ambition is to cement JAY as the clear leader in the Nordic market.

Establishment in Sweden
We are currently recruiting new resources to service the Swedish market.

How we do it

Our Process

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

A symbol representing the number one in a circle.


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.

A symbol representing the number two in a circle.


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.

A symbol representing the number three in a circle.


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.


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 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 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 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 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


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