Get a complete view of your wealth, with clarity and confidence to make smarter decisions
Have you ever felt like a piece of your wealth picture is missing? That missing piece could be costing you more than you think. Many investors struggle with fragmented data—managing assets across multiple systems, spreadsheets, and platforms. The real pain comes when you can’t find important agreements or access accurate valuations of private assets like real estate or private equity.
With Jay Asset Editor, everything you own—whether liquid assets or private equity—is consolidated into one accessible platform. No more searching through email threads or relying on incomplete data. With Jay Asset Editor, you get a clear, real-time view of your total wealth, all in one place, anytime you need it.