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Our innovative platform helps our investors gain actionable insights into their assets and make the most out of their wealth.
We strongly believe that with the right tools and insights, our clients can make informed decisions and achieve financial success.
Our innovative platform helps our investors gain actionable insights into their assets and make the most out of their wealth.
1
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.
2
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.
3
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.
We provide our customers with an efficient, streamlined data management and consolidated reporting solution that is secure and trustworthy. With this service, users can access their entire wealth in one place. This gives them a comprehensive view of their wealth and allows them to make informed decisions with confidence.
Aggregated, managed and consolidated data available on custom dashboards and reports, wherever and whenever you need it.
We provide our customers with an objective, reliable and up-to-date view of their entire wealth, regardless of asset location and type.
Get personal service and support from our multi-disciplinary team of industry experts.
We provide our customers with an efficient, streamlined data management and consolidated reporting solution that is secure and trustworthy. With this service, users can access their entire wealth in one place. This gives them a comprehensive view of their wealth and allows them to make informed decisions with confidence.
We use the highest level of military encryption to keep your data secure and you feeling safe.
With our data management system you save both time and can easier make informed decisions about your or your clients wealth.
With a user friendly and innovative data system that gathers global financial data in one place, your work becomes much easier and simple.
We combine experienced asset managers with cutting edge machine learning to deliver the best possible and accurate financial data.
Gain invaluable insights into the assets you manage and maximize customer loyalty by providing cutting-edge reporting and web-based tools.
Focus on servicing your customers and taking care of their assets by outsourcing the data management to our professionals. Benefit from the tailored reporting solutions and web based tools for all your stakeholders.
Focus on managing your assets by outsourcing the relevant back- and middle-office tasks to our professionals. Benefit from the wide range of reporting solutions and web based tools tailored for your organization’s needs.
Focus on managing your funds by outsourcing the data management to our professionals and gain new insights by utilizing our web based analytics tools. Stand out from your peers and increase customer loyalty by offering state of the art reporting.
Gain unique insights of your total wealth and manage and analyze everything in one place. Independence from chosen asset managers when it comes to reporting and analysis ascertains freedom of choice between them also in the future.
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Benefit from the wide range of reporting solutions and web based tools tailored for your organization’s needs.
