Meet Raymond. Your AI Companion.
Raymond is the intelligent, professional AI companion built directly into our platform. Working from your own secure, consolidated data, Raymond brings insight, prioritization and interpretation to every decision. So you can understand what matters and act with confidence.
Raymond Understands Wealth in Context
The frustration most people describe is rarely a lack of data. It's not knowing what matters, where to start, or having enough time to connect the dots before a decision is needed.
Raymond works from the asset and wealth data already brought together in our platform, it understands the context behind what you're looking at. It can surface what deserves your attention, help you interpret what it means and give you answers grounded in the portfolio data.
How Can Raymond Help You
From the first signal to the decision that follows, Raymond stays with you across analysis, reporting and every view of the portfolio.
Trust Is Built Into Every Answer
Raymond does not behave like a generic chatbot. Every answer is grounded in the J-Ray data, shaped by your permissions and governance. It is clear about where it came from, including when the data needed to answer confidently is not there yet. That is what it takes for AI to make wealth management more trustworthy, not less.
Stays Within Your Permissions
Raymond operates only within the access and governance you've already set, never beyond it.
Lives Inside Every View
Raymond appears inside your portfolio, your planning, and your reporting, not in a separate application you have to go find.
Reasons From a Secure Environment
Every answer comes from a dedicated environment built specifically for this purpose, not a generic model reading from a shared pool.
Keeps a Human in Control
Raymond informs every decision that matters. It never makes that decision for you.
Shows Its Work
Every answer explains where it came from, and says so plainly when the data it needs isn't there yet.
Honest When It Doesn't Know
If the data needed to answer confidently isn't there yet, Raymond says so, instead of guessing.
Our Unified Wealth Management Platform
Wealth is constantly changing, and the view of it should keep pace. Our platform keeps the entire wealth and asset picture secure, current and in context. Consolidated data, tailored views, reporting and secure AI come together in one hyper-personalized picture that reflects what matters now.
AI Companion
One embedded AI companion, working
across every view and function.
Tailored Views
Hyper-personalized, configurable views of the portfolio, shaped around how you work.
Private Assets
Every private and unlisted holding, tracked with the same precision as the rest of the portfolio.
Reports
Create and export customized reports straight to PowerPoint, Excel, or PDF.
Investment Planning
Generate a comprehensive investment plan with performance, allocation, risk, and ESG metrics.
The Same Companion, Shaped to How You Work
Raymond gives you answers built for you, not generic ones.
Asset & Private Wealth Owners
Single Family Offices
Raymond helps you move from a performance number to understanding what drove it: asset allocation, manager selection, currency, or a handful of individual holdings. Ask what your true exposures are once every fund and structured product is looked through, what cashflows and commitments you should be planning around, or which positions have quietly become the ones dragging on performance, cost, or liquidity. For an office managing both listed and private holdings, Raymond combines both into one picture, so a decision never rests on half the portfolio.
HNW Individuals
Raymond acts as a sophisticated guide, surfacing what's relevant to your wealth specifically rather than handing you another report to interpret yourself. Ask how your total wealth looks across every bank, advisor, and structure, what risks you should lose sleep over, or how your financial situation might evolve over the next timeperiod, and get a clear answer instead of a stack of disconnected statements.
Institutional Investors
Raymond helps you show, not just say, that the portfolio follows policy. Ask whether it's compliant with its investment limits, how it ranks on sustainability and ESG, or how it compares to peer organizations, and get a clear, board-ready explanation instead of a manual check. Before a board or committee meeting, Raymond drafts the briefing: what changed, what needs a decision, and what's worth raising.
Asset & Wealth Managers
Private Banks
Raymond helps you handle information overload across many clients at once, so every morning starts with a clear sense of which relationship needs you first, and every client briefing is ready before the meeting, not assembled the night before.
Multi-Family Offices
Raymond starts every morning with a prioritized view of every family under your care, flags what changed overnight, and drafts the update before you have to write it from a blank page.
Fund Companies
Raymond helps you generate principal updates, answer portfolio questions as they come in, and keep reporting from eating time that should go to the fund itself.
Frequently Asked Questions
No. Raymond is designed to make expertise more powerful, not to replace it. It surfaces what deserves attention and explains what it finds, but the judgement behind every important decision stays with you.
Your data is reasoned from a secure, dedicated environment built specifically for this purpose, never a generic model reading from a shared pool. See the Security page for the full detail.
Yes. A generic chatbot reasons from the open internet and has no knowledge of your actual holdings. Raymond reasons only from your own J-Ray data, your permissions, and your governance rules, and says so plainly when it doesn't have enough information to answer with confidence.
Raymond works from whatever you already have connected in J-Ray, your portfolios, entities, custodians, and reporting structures. There's nothing separate to set up.
Talk to the People
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