Jay Planner is your ultimate investment planning tool, designed to make portfolio creation and adjustments fast and easy. With Jay Planner, you can react quickly to market changes and client needs, creating, adjusting, and presenting portfolios in just minutes. Whether you're assessing risk, comparing scenarios, or generating customized client reports, Jay Planner streamlines the process, allowing you to focus on making smart, data-driven decisions.

Same tool. Two powerful use cases:

For existing clients
Something changes in the market → The client reaches out → You present a new portfolio suggestion. Instantly.

For new clients
Compare their current portfolio with future alternatives—and clearly show the value of your advice.

Jay Planner is the tool you need to stay ahead in investment management, delivering tailored advice at the speed of today’s market demands.