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Choose the best instruments
Compare your investments with unbiased data
Optimize your portfolio assets and know your risks
How we do it
A 360° overview of your entire wealth in 3-steps
The client's wealth is often distributed across various asset types, making it challenging to gain a comprehensive understanding and analysis of their financial standing. Our product offers a complete consolidation of liquid, illiquid, and alternative assets, providing the business or person with a holistic 360° view of their entire wealth.
Our platform integrates third-party data sources like Bloomberg, Morningstar, Sustainalytics, and MSCI to provide clients with enhanced analytical capabilities. Our AI and machine learning technologies automate investment updates, saving time and improving accuracy. This also saves on costs and offers clients a comprehensive 360° view of their financial standing.
The platform provides a centralized repository for the client's wealth data, accessible anytime and from anywhere. J-Ray offers intuitive visualization, while customizable reports enable the client to present the specific information relevant to their principals. With this product, the client can rely on a single source of truth for their consolidated reporting and analyses needs.
Target Solutions
Making the complex simple. Created by asset managers for asset managers.
Private banking, redefined. Offer your clients a complete view of their wealth and empower your team with the tools to deliver truly personalized advice. From listed to unlisted assets - built on reliable data that drives better decisions and strengthens client relationships.
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Deliver a fully consolidated view of your wealth
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Behind every great advisor is a great system
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Stand out with a modern digital experience
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Help advisors stay one step ahead
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.
