Bring Every Private Asset Into View
Bring private assets into the complete wealth picture, without chasing down the details manually. Keep them valued, tracked and up to date alongside the rest of the portfolio. One more thing off your plate.
Automatically Values, Tracks, and Updates Every Private Asset
All your private assets, cash accounts, loans and liabilities in one place, accessible anywhere, at any time.
No more fragmented data or manual number-crunching. What you own and what you owe live in the same complete picture, not two separate systems.
How Can We Help You
Spend less time tracking down private asset information and more time understanding what you own, what it’s worth and how it fits into your overall wealth and asset picture.
Everything Built Around Your Private Assets
From valuations and cash accounts to liabilities, secure documents, and multi-generational planning, every feature keeps private assets as current and reliable as the rest of your portfolio.
Unified Asset Management
Consolidate private assets, from real estate to private equity, in one clear, up-to-date view.
Accurate Valuations
Access current, reliable valuations of your private assets and make informed decisions based on the latest data.
Cash Account Management
Manage cash account transactions in one view, link accounts directly to transactions, and record values in each account’s own currency.
Loans & Liabilities Tracking
Track mortgages, investment loans, personal loans, and other liabilities alongside your assets and transactions.
Secure Document Management & Collaboration
Securely store agreements, contracts, and other important documents in one organized location, while giving authorized teams and stakeholders access to the same accurate information.
Built to Scale Across Generations
Adapt as portfolios, structures, and stakeholders grow while preserving reliable asset information for future generations.
Clarity for Everyone Who Owns, Advises or Manages Wealth
Asset & Private Wealth Owners
Single Family Offices
Bring the entire wealth picture together across every entity, asset, and advisor, organized around the way your family office works.
HNW Individuals
See your entire wealth story in one place, including private assets, organized around what matters most to you.
Institutional Investors
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Asset & Wealth Managers
Private Banks
Help every advisor know which clients need attention today and why, making every interaction more proactive, relevant, and valuable.
Multi-Family Offices
Start every morning with a prioritized view of every family, with briefings and client presentations ready in minutes instead of days.
Fund Companies
Deliver reporting that feels personal to every investor while aggregation and validation happen automatically behind the scenes.
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.
Frequently Asked Questions
Yes. Asset Editor synchronizes data automatically across platforms and keeps the entire portfolio updated in real time, so private asset values don't require manual updates to stay current.
Yes. Asset Editor securely stores agreements, contracts, and other important documents in one organized location, while giving authorized teams and stakeholders access to the same accurate information.
Yes. Asset Editor includes cash accounts, loans, and liabilities together with private assets, and lets you link cash accounts directly to individual transactions, so what you own and what you owe live in the same complete picture instead of two separate systems.
Yes. Asset Editor lets you work in each account's own currency while still seeing your full financial position in one place.
Talk to the People
Behind Jay
Discover what greater clarity, deeper insight and a hyper-personalized view of wealth and assets can make possible.
Let’s explore it together.
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