Is creating an investment plan a painful and time-consuming process? Are you manually intervening in the final plan? Would you like to create an investment plan together with the customer and make instant amendments in the meeting?
With Jay Planner you can avoid the hassle and create an investment plan in 5 minutes. Simply choose a portfolio and investments and show your customer detailed results with the relevant key metrics and visualizations. The client-tailored plan includes,for instance, allocation, simulated performance, risks, and ESG factors. If you make investment plans for your retail or private banking customers in a family office or a bank Jay Planner saves time and give customers detailed insights into the proposed investments. For institutional customers, the wider investment universe can be used. Here we explain the key features and benefits of JayPlanner.
One of the standout features of Jay Planner is its significant time-saving capabilities. By automating tasks such as report generation and data integration, the tool allows asset managers and family office professionals to allocate more time to strategic decision-making and engaging with their clients. One Jay Planner user said: "My client was positively surprised I was able to come up with a plan using Jay Planner during our 5-minute initial survey call."
The tool generates a comprehensive investment plan with performance,allocation, risk, and ESG metrics. The structure of the plan can be tailored but the structure of the standard plan is as follows:
Allocations for the proposed plan: All the securities are X-rayed which enables the advisor to demonstrate the real allocation and risk level. Observe e.g., over/under weights against the chosen neutral allocation.
Total portfolio: Observe the asset,detailed breakdown*, and currency allocation.
Equities: Detailed breakdown, country,and sector allocation
Bonds: Detailed breakdown, YTM and duration allocation
*: For instance, USequities, Private debt, Nordic HY, etc.
Fund effectiveness
Compare ETFs, index, and active funds against their relevant peer groups (best-fit algorithm) in terms of efficiency and ongoing charges. In other words, this part will tell you if you are paying reasonable fees considering the performance of the fund in its relevant peer group space. Additionally,you can also compare the returns of the funds against the total portfolio’s group average performance while considering ongoing charges.
Historical development, risk level, and simulations
Historical development is seen in graph, table, and column form forseveral different maturities. See drawdown, the 12m running volatility and how the chosen portfolio would have performed e.g., in the 2008 financial crisis and the US stock crash. You can choose the length of the historical development.
ESG metrics
The following parameters are displayed for the whole portfolio:
Sustainability risk
Carbon footprint (Total emissions(metric tons of CO²)/Revenue (Mil USD)
Fossil fuel dependence
Carbon involvement is also broken down into several categories such as thermal coal power generation, oil sands extraction, and arctic oil and gas exploration.
Securities’ fee structure
Show your customer the fees included in the plan.
Hassle-free integration with other systems using APIs eases the transfer of investment plans and data from diverse systems. A user can upload an existing portfolio, define preferred security space, and select benchmarks. Jay Planner is built on high-quality data from Morningstar, Sustainalytics, Bloomberg, and other data sources.
In the eyes of the end client, the user interface and simulationresults displayed in Jay Planner can be personalized with custom logos, colour schemes, etc.
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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.