JEDI Data Solutions
HQ Address
301 N Church Street, Suite 226, Moorestown, NJ 08057, United States
Website Address
Business introduction
Your Strategic CRM Managed Service Partner
JEDI helps companies organize their data to inform smarter decision making
JEDI Data Solutions transforms complex data into clarity, giving financial advisors and firms the intelligence they need to make smarter, faster, and more confident decisions. In an industry where precision, trust, and agility matter most, we deliver solutions that turn raw information into actionable insights.
Designed specifically for the wealth management and financial services community, JEDI helps firms:
- Unlock Growth by identifying new opportunities to expand AUM and deepen client relationships.
- Simplify Complexity by consolidating data silos and presenting insights in clear, advisor-ready formats.
- Drive Performance by aligning strategy with measurable outcomes that reduce guesswork and accelerate results.
From independent advisors and RIAs to enterprise-level firms, our platform combines data accuracy with forward-looking intelligence, enabling financial professionals to stay competitive in an increasingly data-driven world. We don’t just provide analytics, we provide a strategic framework that empowers advisors to act with confidence, scale efficiently, and deliver greater value to their clients.
At JEDI Data Solutions, we believe data should be more than numbers on a screen. It should be the force that guides better decisions, fuels innovation, and drives lasting success.
JEDI Data Solutions. Turning data into direction.
JEDI Data Solutions Solutions
Client Relationship Management
For financial advisors, a CRM should be the engine that powers growth, not the obstacle that slows it down. Too often, however, disconnected systems and messy data leave advisors with inefficiencies, compliance risks, and missed opportunities to strengthen relationships. JEDI Data Solutions brings clarity to CRM management by transforming scattered information......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Technology Implementation & Management
Data Architecture
In today’s advisory landscape, data lives everywhere; across custodians, planning software, trading platforms, and reporting tools. Without the right architecture, this fragmented environment creates blind spots, inefficiencies, and barriers to growth. JEDI Data Solutions helps advisors cut through the noise by designing data systems that are clear, connected, and built for......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Technology Implementation & Management
Outsourced CIO
Advisory firms often face a critical challenge: how to deliver institutional-level investment oversight without the cost and complexity of building an in-house CIO team. Without this guidance, firms risk inconsistent portfolio management, limited due diligence, and missed opportunities for growth. JEDI Data Solutions bridges that gap by providing outsourced CIO services......
business needs
- Financial Markets Research & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Reporting
For many advisory firms, reporting is a time-consuming burden. Disconnected systems, inconsistent data, and manual processes often lead to errors, compliance concerns, and reports that do little to strengthen client trust. JEDI Data Solutions transforms reporting into a strategic advantage. We consolidate data from across your technology stack, ensuring accuracy, consistency,......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Technology Implementation & Management
WealthTech Infrastructure
A financial advisor’s technology stack should accelerate growth, not hold it back. Yet too often, firms struggle with disconnected platforms, outdated tools, and inefficient workflows that drain resources and limit scalability. JEDI Data Solutions helps advisors build the infrastructure needed to thrive in a digital-first environment. We design and integrate wealthtech......
