Compelling Jaspy Features
Manage All Accounts/Exchanges
Seamlessly connect all your assets — investments, real estate, wallets, and accounts — in one platform
Manage Every Asset (Private/Public/Digital) Integrate and manage all assets, accounts, and transactions in one platform
Personalized AI Revolutionize Your Wealth Management with AI-Powered Intelligence. Powerful AI data, analysis, productivity, and reporting paired with special modules
Document Capture Secure document uploading, processing, and management. Integration with Dropbox allows for documents to be uploaded directly
Intelligence Hub The Intelligence Hub is a unique per user daily briefing. Each briefing is voice intelligence with a play button and a list and summary companion
Research Engine. Comprehensive research engine for assets and companies. Includes an overview, latest, legal, financial, team, products, and competitors and knowledge graph.
Specialized Modules -Custom Integration Pull data from spreadsheets, financial statements, and more. CRM, calendars, file storage, and back-office tools
