The digitalization, mobility and streamlining need for operations seem to be common topics for most of our family office partners. Jay offers comprehensive services to help our family office customers improve their customer experience and gain a holistic view of the entire family wealth while at the same time mitigating manual processes. We work together with many of the most prominent family offices in the Nordic countries allowing them to focus on adding maximum value to their principals.
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.
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.
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.
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.
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.
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.
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.
Target Solutions
Making the complex simple. Created by asset managers for 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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Improve customer experience
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Empower advisors with total portfolio control
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Save time and reduce cost
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Benefit from professional data management
Our all-in-one solution empowers Family Office professionals to prioritize asset management while delivering customized, cutting-edge reports and online services to their principals.
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Improve customer experience
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Visualize complex structures in a simple, yet accurate way
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Empower advisors with total portfolio control
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Reduce costs
Our comprehensive solution enables Private Investors to effortlessly maintain control over their total wealth and monitor the performance of their investments and partners.
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All assets in one place
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Gain a holistic view of your entire wealth
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Empower yourself and improve time-to-action
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Our all-in-one solution empowers Institutional Investors to prioritize portfolio management and supervision while delivering customized, cutting-edge reports and online services to all stakeholders.
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Simplify data aggregation
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Benefit from ready-made reports
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Gain a holistic view of the portfolio
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Improve data accuracy
Our platform enables Fund Companies and GPs to differentiate themselves from their peers through state-of-the-art digital services, driving new business and increasing customer loyalty.
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Improve customer experience
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Focus on core business
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Reduce cost
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Offering
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.
Bringing portfolio control to the next level
A consolidated view of total wealth, improving financial planning of intricate client structures.
Simplifies portfolio creation and changes for investment professionals.
Improves customer experience and insights into wealth composition
Saving valuable time and costs by increasing efficiency and streamlining operations.