The Problem: Need for a comprehensive and digital family office solution. Family offices exist to help their customers with both administrative tasks and by taking care of their complex investment portfolios. Being able to visualize complex structures and dependencies in a simple, yet accurate way is key to informed decision making. One of their common issues is that even the most sophisticated analysis is only as relevant as the data used to produce it. Making sure that all information is received, stored, and accounted for in a timely manner requires experienced people who could use their time more effectively.
Our Solution: J-Ray Enterprise for Family Offices
Jay is the industry leader on consolidated portfolio analytics and reporting. Our all-in-one solution empowers family office professionals to prioritize their use of time while delivering customized, cutting-edge reports and online services to their customers.
1. Improve customer experience
Principals are interested in following their true total net worth even if it is diversified to a wide range of investments and assets. The J-Ray Enterprise service allows you to provide your stakeholders with attractive, accurate and comprehensive information personalized to your family office branding. The mobile dashboards and intrinsic reports are available whenever need be.
2. Visualize complex structures in a simple, yet accurate way
The complexity of the ownership structures and dependencies often grows with the wealth. Our service was designed to cater for the most demanding needs from the first place. J-Ray Enterprise allows you to drill-down to any detail of the wealth, while at the same time allowing you to focus on what really matters. True holdings transparency and performance analytics developed together with the most demanding institutional investors help you with comparing portfolio managers,asset classes and individual investments.
3. Empower advisors with total portfolio control
Family office representatives can really add value to their principals if they are able to focus on efficiency. Our unbiased and detailed cost breakdowns ascertain cost-efficient portfolio construction and our risk management modules help with automating early warning signals.
4. Reduce costs and save time
Data duplication and maintaining data in arrange of systems creates process risks and is costly. Take advantage of our ready-made data integrations and let our expert team help your organization with the daily data management needs. Simplify your information sharing by allowing your stakeholders to directly access the secure digital J-Ray service.
Conclusion
It takes a practiced team with years of industry experience to service a family office. The devil is always in the details and having encountered and solved many of the potential difficulties previously helps us avoid similar pitfalls in the future. Take benefit of the seamless experience from data management to state-of-the-art visualizations, which is the result of years of joint development together with our family office customers.