When Fredrik Strömberg and his colleagues set out to build Essoge, a boutique multi-family office, they knew that getting the reporting infrastructure right wasn't optional. It was foundational. With over 25 years of industry experience across some of Sweden's most prominent advisory firms, Fredrik had seen firsthand what poor reporting cost in time, trust, and ultimately clients. Essoge was built to do things differently from the start.
The Challenge
Essoge serves a small number of high-net-worth families with a highly tailored, long-term advisory model. From the outset, the team wanted to offer their clients something rare in the industry: a truly consolidated view of their entire wealth, spanning listed assets, private holdings, real estate, and forest properties, regardless of where those assets were held.
The legal reporting side was already handled by their custodian. But that covered only part of the picture. The team needed something that could bring everything together and present it in a way that reflected the quality of their advisory offering.
"The badwill is so much greater than the goodwill if something goes wrong," Fredrik explains."One incorrect figure and clients don't just lose faith in the report.They lose faith in us."
Having spent years evaluating reporting systems across multiple markets and firms, Fredrik approached the search with clear criteria: flexibility, data quality, and a team that truly understood the complexity of multi-asset wealth management.
Why Jay?
The path to Jay came through an unexpected route. While evaluating another portfolio system provider, the vendor themselves suggested Jay as a better fit. "They said: we're probably not the right solution for you, but there's a Finnish system called Jay Solutions that works with this type of firm," Fredrik recalls. "That kind of honesty was itself a good signal."
"We felt that Jay spoke the same language," says Fredrik."These were not salespeople pushing a product they barely understood.They had a background in the industry.They knew what we were dealing with."
The combination of platform flexibility, data quality, consolidated reporting across asset classes, and a price point that made sense for a newly launched firm sealed the decision. Jay became one of the first investments Essoge made as a business.
The Solution
From the beginning, Essoge and Jay worked closely together to build something that reflected Essoge's standard of client service. A team of four Jay analysts collaborated with the Essoge team to craft a monthly investor report that was pixel perfect, fully tailored to each client's preferences and holdings.
"If we say we work with the whole picture, we need to actually show it," Fredrik explains. "We can't tell clients we manage everything and then hand them an Excel when it comes to reporting."
The Results
For Essoge, the value of Jay is most visible not in what the platform does, but in what it eliminates. The team can trust that the data is accurate without double-checking it them selves, freeing them to focus on the advisory work that actually differentiates them.
That confidence has a direct commercial impact. Essoge uses the platform as part of their sales process, demonstrating to prospective clients what a consolidated wealth overview looks like in practice.
"The value isn't just in what we gain,"Fredrik reflects."It's in what weak reporting would have cost us. Clients we couldn't have won, and clients we might have lost."
Looking Ahead
Essoge's ambition is to grow carefully, adding a handful of clients per year, each with a deeply personalized service. That model puts a premium on everything being tailored, and Jay's upcoming J-Ray views are squarely aligned with that direction.
"Our whole offer is built on the idea that clients are not the same," says Fredrik."The ability to customize what each client sees when they log in.That's exactly where we want to go."
About Essoge
Essoge is a boutique multi-family office based in Sweden, founded in 2023 by a team of senior wealth management professionals. The firm provides highly personalized, long-term advisory services to a select number of high-net-worth families, covering the full breadth of their financial lives, from investment management and reporting to tax and estate planning.
For more information visit: essoge.se