Trusted by
"Thanks to Asset Editor I can now easily add the private assets and keep the entire portfolio updated in real-time. The automatic data synchronization across platforms has saved me a lot of time, allowing me to focus more on the strategic analysis of data in the Jay reports."
Family Advisor, Boye Advisory
Product
Every investment, every account, every asset – all brought together in one clear view. No more fragmented data or manual number-crunching. You see your entire wealth story on a single view.
Features
With Jay Asset Editor, you gain a clear 360-degree view of your cash management, preparing you for future calls and empowering you to make better, more informed decisions.
Access accurate data on your assets, ensuring you're always aligned with their value and performance, giving you the clarity to make informed decisions.
Streamline your entire wealth management process in one place, eliminating the need for multiple systems and saving you time and effort.
With Asset Editor, your data is always up-to-date, so you can manage your private assets with confidence and precision, without the worry of missing important details.
Consolidate all private assets from real estate to private equity in one unified dashboard. No more lost or outdated information.
Instantly access precise valuations of your private assets, enabling you to make informed decisions based on the latest data.
Ensure future generations have access to reliable asset information, offering a transparent way to manage and track family wealth over time.
Easily upload and store all your agreements, contracts, and important documents in one location, keeping everything organized and accessible at any time.
Protect sensitive financial data with secure storage and compliance of your private assets, ensuring your information is safeguarded from potential risks.
Teams can access the same accurate data, improving communication and collaboration across stakeholders.
As your portfolio grows, Asset Editor adapts, allowing you to easily track, manage and expand your range of assets.
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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 cutting-edge 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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Benefit from professional data management
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Our all-in-one solution empowers Family Office professionals to prioritize asset management while delivering customized, cutting-edge reports and visualizations to their stakeholders.
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Improve customer stakeholders experience
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Visualize complex structures in a simple, yet accurate way
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Empower Family Office professionals 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, accesible anywhere at any time
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Gain a holistic view of your entire wealth
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Empower yourself to do better investment decisions
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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 visualization to their stakeholders.
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Gain a holistic view of the portfolio
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Simplify data aggregation
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Benefit from ready-made visualizations and reports
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Improve data accuracy
Our platform enables Fund Companies and GPs to differentiate themselves from their peers through cutting edge reports and digital services, driving new business and increasing customer loyalty.
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Empower clients with actionable insights
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Improve operational efficiency
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Reduce cost
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With our Operational Services, you can redirect your attention to your core business, reducing expenses and taking advantage of a specialized team of professionals.
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Focus on your core business
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Tailored management services
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Portfolio data management
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Reduce cost
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
Master your private assets with greater precision
Saving valuable time and costs by increasing efficiency and streamlining operations.