Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
Jay Solutions
Nordic consolidated wealth reporting platform (J-Ray) for family offices, private banks and asset owners
Helsinki, Uusimaa, FIFounded 2021Private-equity backedjaysolutions.com
What it does
Jay Solutions is a Finnish software company whose J-Ray platform gives wealth owners and their managers one consolidated view of listed and unlisted holdings. Its buyers are single and multi-family offices, foundations and institutional investors, private banks, and fund and asset managers, mostly in Finland and Sweden.
J-Ray pulls positions, returns and allocations from multiple custodians into configurable views, tracks private and unlisted assets alongside public ones, and exports custom reports to PowerPoint, Excel or PDF. It also produces investment plans with performance, allocation, risk and ESG figures, draws on third-party data such as Bloomberg, Morningstar, Sustainalytics and MSCI, and includes an embedded AI assistant called Raymond.
The platform grew out of JAM Advisors, a Helsinki wealth and reporting firm founded in 2012; Jay Solutions was demerged as a standalone company in 2021. Bas Invest is now the main shareholder alongside management and staff, and the company has offices in Helsinki and Stockholm.
Best for
- Serves
- Family offices, Banks and trust companies, Asset managers
Features
- Consolidated multi-custodian reporting
- Private and unlisted asset tracking
- Custom report export to PowerPoint, Excel and PDF
- Investment plan generation with risk and ESG metrics
- Configurable portfolio views
- Embedded AI assistant
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Bloomberg
- Morningstar
- MSCI
- Sustainalytics
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