Your AI Companion, built into J-Ray
Raymond makes it easier to find, understand and use the asset and wealth data available to you.
Ask questions in natural language across the portfolios and investments you have access to, without having to start with a specific report or view. Raymond works alongside J-Ray’s existing views and tools, helping you explore information, understand what you’re seeing and prepare for the work and decisions ahead.
What can you ask Raymond?
Start with the question you want answered.
For example, Raymond can help you:
- Review portfolios and investments
- Analyze portfolio allocations and asset classes
- Understand the development of returns and market values
- Explore currency and look-through exposures
- Review risk and volatility
- Analyze upcoming coupons and bond maturities
- Review private market metrics, including TVPI, DPI and remaining commitments
- Understand J-Ray views, functionality, widgets and metrics
The information and functionality available to Raymond depend on your access rights and your organization’s J-Ray configuration.
Portfolio and Customer selection
In J-Ray’s traditional views, the information displayed is limited according to the Customer selected in the navigation.
Raymond works slightly differently: it can utilise all information that the user is authorised to access in J-Ray, regardless of which Customer is currently selected. This makes it possible, for example, to ask questions covering multiple portfolios or entities at the same time.
Work from the same data in different ways
Raymond works alongside the views and tools already available within J-Ray.
Depending on your organization’s configuration, these can include Insights, Dashboard, Positions, Drill-down, Private Assets, Transactions, Performance, Fund Analytics, Reports and Asset Editor.
Insights gives you additional flexibility to build views around your own needs using different widgets. These can be used to review areas such as asset allocation, market value development, performance, currency exposure, volatility, ESG data and private market metrics.
Raymond can also help explain what different views, widgets and metrics mean and how they can be used.
Your access rights stay the same
Raymond follows your existing J-Ray access rights.
It can only process data you are already authorized to access and does not give you access to additional customer, portfolio or investment data.
Raymond operates as part of J-Ray’s controlled environment, with user authentication, access management, secure data transmission and controlled handling of customer information.
Raymond supports your judgement
Raymond is designed to support day-to-day work and decision-making, not replace your professional judgement.
As with any AI-generated response, answers may contain errors or inaccuracies. Information provided by Raymond should therefore be considered alongside your own expertise and the original information available in J-Ray.
Raymond should not be used as the basis for automated investment decisions.
If you have further questions, please reach out to your Account Manager. We’re here to help.