Enterprise Jaspy
Comprehensive holdings, assets and features for institutional clients offered through a white label platform or branded.
Our Approach
We help banks, credit unions, RIA’s and FO’s provide clients with a complete view of their wealth including assets currently held away from the institution while increasing your client engagement, retention and cross - selling opportunities. We are solving for a fragmented Information and technology stack related to life, wealth intelligence and financial information.
Comprehensive Financial Hub.
Features.
Within this comprehensive financial hub partnerships with data providers and APIs from other financial institutions, banks, trust and estate and exchanges will create a full personalized solution that will be actionable. Democratizing advanced analytics so every investor, entrepreneur, family office—no matter its size—can act with clarity from specific, personalized data-driven insights all in one place regardless of asset, location or account type. Giving Jaspy clients a roadmap for client engagement and opportunities and users a tool that combines AI with personalized wealth creates an engaged ecosystem.
Manage All Accounts/Exchanges (Seamlessly connect all assets)
Manage Every Asset (Private, Public, Digital)
Personalized AI Wealth Intelligence Hub
Research Engine
Document Capture
Data and Productivity Resources
Specialized Modules - Custom Integrations
Turn On/Off Features