See The Entire Portfolio, Hyper-Personalized
Every portfolio is unique. So is every view in J-Ray. Whether it's your own wealth or your clients'. The view is yours, shaped around your role, your priorities, and the way you work. Not a fixed layout built for everyone.
Every Asset. One Complete View. Drill Into What Matters.
Hyper-personalization starts with the full picture. J-Ray brings all your assets together in one place, including positions, returns, allocations and private assets. From there, drill into exactly what matters with analytics and reports built around your role and priorities.
How Can We Help You
See the right information from the right perspective, with views shaped around the people, priorities and decisions that matter.
What Makes This View Yours
From flexible asset structures to live dashboards to look-through analysis, these are the features that turn a portfolio into a view built entirely around you.
Flexible Assets & Structures
Support and customize any ownable asset, liquid or illiquid, and organize portfolios around the structures that suits you or each client’s needs.
Look-Through to Underlying Holdings
See the detailed breakdown of what's really inside a fund or ETF, directly from the Positions view.
Private Asset Visualization
Visualize private asset KPIs individually or across grouped holdings, including outstanding commitments, future cash flows, and capital targets.
Bank-Level Security
Safeguard portfolio information with bank-level security and multi-factor authentication, including Swedish and Finnish BankID.
Personalized Dashboards
Customize your dashboard with views of returns, performance, allocations, risks, and the exposures most relevant to you, without navigating between different views.
Exposure Analysis & Drill-Down
Explore country, currency, and regional exposures across consolidated portfolios, including broader regions such as Europe when detailed country-level data is unavailable.
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. Tailored Views lets you look through to a fund or ETF's underlying holdings, with a detailed breakdown available directly from the Positions view.
Yes. Tailored Views includes a personalized, real-time dashboard where you can customize views of returns, performance, allocations, risks, and your most relevant exposures without navigating between different screens.
J-Ray uses bank-level security and multi-factor authentication, including Swedish and Finnish BankID, to safeguard sensitive portfolio information.
Yes. Tailored Views lets you explore country, currency, and regional exposures across your consolidated portfolio, including broader regions like Europe when detailed country-level data isn't available.
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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