Being able to quickly view or generate a report for a meeting is essential. Jay Reports enables you to gain valuable insights into your wealth and portfolios with automated, smart reporting tools. The platform offers over 200 ready-made reports that allow for in-depth analysis of performance, risk, allocation, and other key metrics. With its ability to automate workflows, Jay Reports saves you time, reduces errors, and delivers timely reports directly to stakeholders.
The platform consolidates key data, including performance, risk, and sustainability metrics, into easy-to-understand reports. It also provides visually engaging one-page snapshots that simplify complex data, making it easy to communicate insights clearly.