Jay Solutions

Jay Solutions originated inside a wealth management firm — JAM Advisors, founded in 2012 — before being spun off in 2021 to focus exclusively on consolidated reporting and data management technology. That operational heritage is visible in the product: the platform addresses the specific frustration of wealth spread across banks, fund managers, and private asset GPs, none of which speak the same data language. For family offices managing complex multi-custodian, multi-asset structures, that origin matters more than generic fintech pedigree.

The core offering centers on the J-Ray platform, which aggregates liquid, illiquid, and alternative assets into a single view. Data is enriched via integrations with Bloomberg, Morningstar, Sustainalytics, and MSCI, and the platform uses machine learning to automate investment updates, reducing the manual reconciliation work that consumes family office operations teams. Jay Reports generates customizable client-facing output, with over 200 ready-made templates. Jay Planner supports portfolio construction and scenario analysis with performance, allocation, risk, and ESG metrics. The separately priced Operational Services offering lets clients outsource portfolio data management entirely to Jay's in-house team.

Key capabilities relevant to family office buyers include:

• Consolidated view across listed and unlisted assets, including private equity GP data
• Drill-down analytics to compare portfolio managers, asset classes, or individual positions
• Risk threshold monitoring with configurable alerts
• Stakeholder access controls, allowing direct data sharing with accountants or auditors
• SaaS delivery with no on-premise installation required

Jay Solutions reports over 105 billion euros in assets under reporting across more than 160 clients, with a 37-person team headquartered in Helsinki and a Stockholm office. The platform is clearly positioned for the Nordic market, and family offices outside Finland or Sweden should assess whether the client base and support coverage align with their operational geography. Pricing is not publicly disclosed.

• Consolidated reporting across multiple custodians and asset types
• Portfolio data aggregation and enrichment from third-party data providers
• Investment planning and portfolio scenario analysis
• Private asset bookkeeping and GP data reconciliation
• Stakeholder reporting with customizable visualizations
• Outsourced portfolio data management via Operational Services

• J-Ray consolidated portfolio dashboard with drill-down analytics
• J-Ray Enterprise for advisor-level multi-client wealth views
• Jay Reports engine with 200+ ready-made report templates
• Jay Planner for portfolio construction with risk, allocation, and ESG metrics
• Jay Asset Editor for private asset data entry and management
• AI and machine learning-driven investment data automation
• Risk threshold monitoring and configurable alerts
• Stakeholder access controls for accountants and auditors
• SaaS delivery with no IT installation required
• Operational Services for outsourced data management and reconciliation

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams.

Dedicated team assigned per client; demo and personal introductions by experts offered via booking