After investment management players from across 5 continents voted, we are proud to announce that JUMP Technology has won the title of "Best Fund Accounting, Portfolio Management, & Data Platform" at this year's Data Management Insight Awards, hosted by the A-Team Group. 

This win attests to the feature-richness and innovation of our combined data management, core Front-Middle-Back, and reporting platform.  

We would like to thank our entire customer community of more than 70 clients and 1,200 users for their trust, as well as our internal teams at JUMP for their continued dedication, over the past 15 years, to improving our software.


JUMP Technology, a leading European provider of a unique and modular investment management platform combining Data Management, Front-Middle-Back, and reporting capabilities, and SIX, the swiss expert company in financial data, reinforce their partnership in order to provide the JUMP Technology platform’s clients with greater access to SIX data, the quality of which is regularly acknowledged by the market. This includes reference data, pricing, regulatory and ESG data, sanctioned securities monitoring…etc.

JUMP Technology offers one of the most advanced connectors to the SIX data feed in the world on its software platform, which allows users to automatically plug-in and collect the wide variety of financial data provided by SIX (securities characteristics, daily prices, intra-day prices, issuer masterfile, corporate actions, look-through data…). This native connector between JUMP and SIX allows easy master file management thanks to a simplified integration of quality data. Additionally, the JUMP platform offers innovative features that enable users to customize their no-code requests from the SIX feed. The full content of the SIX data feed is natively useable through all the JUMP platform modules: Data Management, Portfolio Management, Order Management, Compliance, NAV, Reporting, etc.

For their 10-year partnership anniversary, JUMP Technology and SIX have decided to expand the coverage of the connector to integrate more SIX data. This data, ESG data, and data related to sanctioned securities monitoring, is at the heart of the asset management industry’s challenges today.

From now on, clients of the JUMP Technology platform will have full access to ESG data from SIX to support them with the implementation of their responsible and sustainable investment strategy. They will also benefit from direct access to global sanctions data that, in connection to the JUMP compliance module, will allow them to detect pre-and post-trade infringements to existing sanctions regimes.

This connector complements a catalog of 100+ connectors and REST API from JUMP Technology, allowing investment management stakeholders to benefit from a stronger connection with their ecosystem (custodians, fund valuers, trading platforms, trading and settlement platforms, fintechs, cloud hosts, market data vendors, etc.).

“ We are delighted to celebrate our 10 year partnership with JUMP, which has allowed us to offer investment management professionals in France and in Europe innovative applicative solutions. The SIX connector from JUMP is among the most evolved on the market for the integration of the ValorData Feed  (VDF). It offers the most extended access to our global financial database.”  Hugues Garcia, Local Country Head France, SIX

“SIX is a long-time partner of JUMP Technology. Our native connectivity with the feed from SIX allows investment management players to ease their reporting and their access to market data on the entire Front- Middle- and Back-office value chain, while improving interoperability and reducing manual processes. It’s a pleasure for us to reinforce our partnership with SIX with the integration of ESG data, which is highly requested by our common clients.” Emmanuel Fougeras, CEO JUMP Technology

About JUMP

JUMP Technology is a software company that is 100% dedicated to the investment management industry: investment management companies, private banks, family offices, insurers, institutional investors, etc.

While addressing the specificities of each industry group, the JUMP solution covers the entire investment management value chain, for all types of financial instruments, in a single software platform combining data management, Front-Middle-Back, and reporting capabilities.  Its modular approach allows you to use the solution for a particular business need (PMS, OMS, Reporting, Data Management, Performance Attribution, NAV, Compliance, Accounting, etc.) or for the entire Front-to-Back value chain.

JUMP Technology is present throughout the EMEA. Its platform can be deployed on-premises or in the Cloud and is suitable for industry players of any size. 

About SIX

SIX operates and develops infrastructure services for the Swiss and Spanish Stock Exchanges, for Securities Services, Banking Services, and Financial Information with the aim of raising efficiency, quality, and innovative capacity across the entire value chain of the Swiss and Spanish financial centers. The company is owned by its users (121 banks). With a workforce of some 3,500 employees and a presence in 20 countries, it generated an operating income of CHF 1.38 billion and a Group net profit of CHF 439.6 million in 2020.

Manco.Paris, the first French Management Company, has chosen JUMP Technology, a software company specializing in innovative solutions for investment management, with its Front-to-Back platform to provide an innovative and streamlined approach for investment management companies and institutional investors looking to rethink their operational model in order to focus on their development and their core business: investment management.

Faced with rising operational costs and the weight of regulatory requirements, Manco.Paris enables its clients, via the JUMP platform, to pool their resources, streamline their operations, and focus on improving the time to market of their innovations.

This combined offer allows investment management companies and institutional investors to benefit from Manco.Paris’s full range of services (UCITS or AIFM fund hosting, operational management, risk and compliance management, reporting, etc.), with real-time access to their portfolios through JUMP Technology's web-based Front-to-Back solution (multi-asset class position keeping, portfolio analysis, order placement, constraint monitoring, risk and performance analysis, reporting, etc).

The business expertise of Manco.Paris’s teams, coupled with the power of JUMP Technology’s Front-to-Back platform, provides investment management players a solution that covers the entirety of its value chain, while combining shared and customized spaces.

“We founded MANCO.PARIS with the goal of providing an innovative response to the necessary mutualization of resources that the investment management industry in France, and its dynamic entrepreneurial component in particular, must face.  We chose JUMP to build our services platform after analyzing that it was the most functionally and technologically powerful platform on the market, as well as the only one that would allow us to build our complete service offer on a single centralized platform. We are delighted to be building this alternative French solution with JUMP.” André Mayens, General Director and Cofounder of Manco.Paris

“We are delighted to be working with Manco.Paris not only as a client but also through our strong partnership, which is helping to spread the use of our Front-to-Back solution and other additional quality services across numerous investment management companies in France.” Emmanuel Fougeras, CEO of JUMP Technology

About JUMP

JUMP Technology is a software company that is 100% dedicated to the investment management industry: investment management companies, private banks, family offices, insurers, institutional investors, etc. While addressing the specificities of each industry group, the JUMP solution covers the entire investment management value chain for all types of financial instruments in a single software platform combining data management, Front-Middle-Back, and digital capabilities. Its modular approach allows you to select the features that meet your current needs and easily upgrade to more comprehensive coverage for your future needs. JUMP Technology is present throughout the EMEA. Its platform can be deployed on-premises or in the Cloud and is suitable for industry players of any size.

About Manco.Paris

MANCO.PARIS is an independent investment management company created in 2020 by founding partners BeeAM, CiD Consulting, and My Funds Office. The company has been regulated by the AMF since January 20, 2021 (n° GP-21000001). Banque Delubac & Cie has been a partner since the beginning with a 10% stake in the company. The company offers fund hosting (UCITS/AIFM) and support services for investment management companies around the globe. They provide a unique operational response to the flexibility needs of the investment management industry. The experience of its teams in structuring, operational management, and development attests to their industry know-how.

The JUMP team is pleased to announce its membership, as a corresponding member, of the AFG (Association Française de la Gestion Financière).

This membership indicates JUMP's desire to contribute to the influence of the French investment management sector throughout the world, thanks to the know-how of its experts and the continuous improvement of the JUMP Front-to-Back solution.


To find out more about AFG, please see:




JUMP is delighted to be included for the 4th time in the annual list of certified companies recognized by Finance Innovation, which rewards and promotes innovation in French Fintech.

Alongside our innovative JUMP PMS, JUMP Reporting, and JUMP Anywhere solutions, the JUMP Performance Attribution solution has now received the Finance Innovation label.

For more than 15 years, creativity and the constant search for innovation have been part of JUMP's DNA, so it is with great pride that we accept the Finance Innovation label for our JUMP Performance Attribution solution. Discover the complete list of companies that have been recognized by Finance Innovation this year alongside JUMP by clicking on this link.

KAPIA-RGI, an application service provider devoted to contract management for the insurance industry, and JUMP, a software provider specializing in investment management, have strengthened their technological partnership, enabling their clients to automate order management and optimize asset/liability matching.

KAPIA-RGI’s KELIA solution allows users to manage the entire life cycle of savings, retirement, and contingency contracts. JUMP LIFE is a complete investment management solution for the unit-linked investments of insurers and mutual insurance providers alike. The synergy between the two solutions allows it to automate order management processes, value liabilities from assets, manage fees for both assets and liabilities, and reconcile asset/liability matching. The feature-richness provided by the two solutions can be easily implemented through standard interfaces, developed throughout the technological partnership between JUMP and KAPIA-RGI that has been in place for more than 10 years. KAPIA-RGI and JUMP product teams work in close collaboration to align their roadmaps, providing regular, value-added updates to clients with both solutions. As such, KAPIA-RGI and JUMP have already started preparing major updates that will be implemented as soon as 2022 in KELIA Version 11.4 and JUMP LIFE Version 4.0. This technological partnership guarantees both KELIA and JUMP LIFE users regular value addition with shared roadmaps, simple joint deployments, and sustained profitability between asset and liability tools. According to Emmanuel Fougeras, CEO of JUMP Technology: “This partnership provides a complete solution to Insurers who want to accelerate the development of their unit-linked business, all while optimizing their management processes and reducing costs. This partnership is a symbolic one for us, as the synergy between JUMP and KAPIA is strong: both made in France, founded in 2006, expanding rapidly, and offering Insurers a leading software solution in Europe.” Christophe Quesne, CEO of KAPIA-RGI states: “It’s no coincidence that we’re very happy to be reinforcing the partnership between JUMP and KAPIA-RGI. We’ve been working with JUMP for more than 10 years and we already have several shared clients. Now we want to take things a step further and align our respective roadmaps to offer an enriched, long-term value proposition. This partnership fits perfectly with the RGI group’s strategy of building an ecosystem with our various technological partners through an open architecture that is strongly based on APIs and business services.

About JUMP

JUMP Technology is a European software provider dedicated to players in the investment management industry, offering Insurance Providers, Mutual Insurance Providers, and Pension Funds in particular, a complete, Front-to-Back investment management solution. Its modular approach allows for use across the entire Front-to-Back value chain or for a specific scope of business. It can be hosted On-Premise or in the Cloud and is adaptable to industry players of any size.


The RGI group is the leading European software solution provider dedicated to the insurance industry. KAPIA-RGI has launched RGI’s business in France, Luxembourg, and Belgium with its flagship product KELIS for Retirement and Contingency Plans and PASS_Insurance for non-life products. All RGI solutions are available as SaaS products on a private or public cloud.


JUMP's Performance Attribution solution has been certified by the “Pôle Finance Innovation”.  This is the 4th time one of JUMP Front-to-Back platform’s modules has obtained this recognition from the Pôle Finance Innovation.

JUMP Performance Attribution allows its users to calculate performance attribution for Equity portfolios based on the Brinson-Fachler model, and to precisely measure the performance of Fixed-income investments using the Factor-Based Analysis Model (FBAM). The JUMP Performance Attribution solution was evaluated by several high-level experts in the Investment Management industry.

These experts have endorsed the areas of innovation offered by JUMP Performance Attribution that elevate it to a whole new level of technology among the best performance attribution software solutions for Investment Management Industry professionals.

We would like to thank those at JUMP who worked on this ambitious project, as well as the teams at Rothschild&Co that participate in the enhancement of the JUMP Performance Attribution solution. Want to learn more about the distinct innovations that JUMP Performance Attribution can offer its users? Contact JUMP’s team!




What GREAT News for JUMP Technology! We are "Highly Commended" by the A-Team Innovation Awards as the "Most Innovative ESG Initiative".

As an innovative provider of software solutions for Investment Management professionals, JUMP commits to offering its users the possibility to invest in a smart and sustainable way. JUMP’s unique ESG approach provides investment managers the tools they need to follow their Green Investment strategy and make an impact on global efforts for sustainable development. Want to go green with JUMP? Contact our team to learn more about the JUMP Into the Green ESG solution.



The single source of truth
When it comes to Data Management, players in the Investment Management community are confronted with a multitude of challenges: continuous growth of data volumes, diversification of asset classes, a greater number of data sources, increasingly complex information systems, regulatory constraints, etc.  As a result, they are being asked to handle more data quality management issues, all while ensuring cost optimization. Faced with these challenges, the best approach is to centralize data management operations to guarantee data reliability, consistency, and uniqueness.  The introduction of a Data Management operations center will allow Investment Management players to remain focused on their core business by alleviating the weight of time-consuming integration, management, and data verification tasks.

A complete Data Management solution designed for players in the Investment Management industry

JUMP Data Management is a Best-in-Class Data Management solution that is 100% dedicated to players in the Investment Management industry, allowing them to centralize, control, and improve the quality of their data, thus creating a single, reliable source for all data requests. With JUMP Data Management, you are guaranteed to benefit from precise, quality data throughout your entire investment management chain. Fully integrated with JUMP’s Front-to-Back modular platform, the JUMP Data Management module can not only be stand-alone to compliment your existing Data Management information system but can be supplemented with other modules from the JUMP platform (Reporting, PMS, OMS, Compliance, Risk & Performance, Web Portal, Accounting, etc.).

A centralized repository for business data, bringing together feature-richness and customization

The solution includes a repository for business data designed for investment management, allowing you to consolidate, manage, and archive asset management data (instruments, portfolios, third-parties, market data, corporate actions, indexes, benchmarks, etc.). The standard data repository includes hundreds of native fields.  Personalization tools allows accredited users to easily add new custom fields and create multiple data consultation tables for optimum alignment with their business needs (Front, Middle, Compliance, Back, etc.). JUMP Data Management users thus benefit from a customized central database adapted to their business and operational needs, all while accelerating the handling of new data.

Facilitated data acquisition thanks to a catalogue of more than 100 ecosystem-compatible connectors, and the flexibility to create new import formats

To integrate data into the repository, JUMP Data Management provides extensive access to the business ecosystem of the investment management industry, as well as with your existing information system. The software includes a catalogue of more than 100 native connectors and varying import formats (CSV, XLS, TXT, XML, SWIFT, API, etc.). New connectors are regularly added at the request of our customers. JUMP has extensive expertise in the construction of new connectors.  These connectors can either be created by JUMP (integration into the software package or via JUMP Smart ETL), or by autonomous client teams (via JUMP Smart ETL).

Custom control of data quality and integration

JUMP Data Management allows for complete automation of technical and business controls over data acquisition, consistency, and quality.  The solution also gives you the option to implement use of the four eyes principle, identify exceptions, and assist the data repository administrator by suggesting possible solutions. Workflow validation functions for instruments and prices allow users to attribute statuses to financial instruments (to be validated, validated, published, etc.) and ​make use of a “sand box” which allows the data administrator to control and validate changes for financial instruments before publication or use by data consumers.

Use and dissemination  of data « as a service »

Once data quality has been ensured, it can be processed and disseminated to carry out analyses and calculations, make decisions, and create reports.  The solution is full of possibilities to use the data directly within software via:

Strict management of access rights and complete audit trail

Preserving the exactitude and integrity of data within the repository is a major challenge.  Events impacting technical and functional aspects of your database could occur.  It is thus necessary to be able to keep track of any changes to your data with a context-sensitive audit trail. To control data use, JUMP Data Management allows for strict management of access rights based on scope of function, scope of data, and levels of access (creation, consultation, modification, etc.).  These access rights can be customized for a group of users (multiple profiles) or for individual users. What’s more, the context-sensitive audit trail (date, user, user action) integrated within the JUMP solution provides complete traceability of the actions that have affected your data.  Specialized screens allow users to view a detailed history of the different changes made (by users or via feed updates).

The benefits of JUMP Data Management:

►  Consolidation of all your data within a centralized database

►  Facilitated acquisition of data thanks to greater connectivity

►  Improved data quality (reliability, consistency, unicity) thanks to automated controls, validation workflows, and monitoring dashboards

►  Data consultation, thanks to a rich and customizable web interface

►  Data dissemination “as a service”

►  Transparency and complete auditability throughout data lifecycle

►  Accelerated implementation of the solution thanks to a rich functional base, a catalogue of more than 100 native connectors, complete libraries of pre-configured business settings, and a low-code approach

►  Several data repository architecture scenarios, with complete reversibility

Description of JUMP Data Management

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Consolidation of data within a single data repository

  • A natively rich business data repository (instruments, portfolios, third parties, market data, corporate actions, etc.)
  • Customization of data repository with a low-code style
  • A catalogue of more than 100 connectors that are compatible with your ecosystem (custodians, valuation companies, market data, trading platforms, SWIFT, FIX, JSON REST API, etc.)
  • Flexibility to create import formats via JUMP Smart ETL
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Improved data quality thanks to JUMP Data Management

  • Automatic control and monitoring of data inflows
  • Automatic data quality control
  • Integrated libraries of data controls and autonomous creation of custom controls through a low-code approach
  • Instrument validation workflow
  • Define your Pricing policy
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Use and dissemination of data “as a service”

  • Instant data visualisation, thanks to a rich and customizable web interface that includes more than 200 analysis tables and graphics
  • Dissemination of data in custom reports, web spaces, catalogues of connectors and exporters, REST API, etc.

The single source of truth

En matière de Data Management, les acteurs de la Gestion d’Actifs sont confrontés à une multitude d’enjeux : croissance continue des volumes de données, diversification des classes d’actifs, multiplication des sources de données, complexification du système d’information, contraintes réglementaires, etc. De fait, ils sont amenés à gérer davantage de problèmes liés à la gestion de la qualité de données, tout en veillant à l’optimisation des coûts. Face à ces enjeux, la meilleure approche est de centraliser la gestion opérationnelle des données afin d’en garantir la fiabilité, la cohérence et l’unicité. La mise en place d’un centre opérationnel de Data Management permet aux acteurs de la Gestion d’Actifs de rester concentrés sur le cœur de métier, en diminuant le poids des tâches chronophages d’intégration, gestion et vérification des données.

Une solution complète de Data Management conçue pour les acteurs de la Gestion d’Actifs

JUMP Data Management est une solution Best-in-Class de Data Management 100% dédiée aux acteurs de la Gestion d’Actifs permettant de centraliser toutes leurs données, d’en contrôler et d’en améliorer la qualité et ainsi d’apporter une source unique de vérité pour toutes les requêtes de données. Grâce à JUMP Data Management, vous avez la garantie de bénéficier d’une donnée exacte et de qualité à travers l’ensemble de votre chaine de gestion. Complètement intégré à la plateforme modulaire Front-to-Back JUMP, le module JUMP Data Management peut être souscrit en stand-alone pour compléter votre système d’information existant sur le périmètre Data Management, mais peut aussi être complété par d’autres modules de la plateforme (Reporting, PMS, OMS, Compliance, Risk & Performance, Web Portal, Accounting, etc.).

Un référentiel centralisé des données métiers, alliant richesse et personnalisation

La solution intègre un référentiel métier de données conçu pour la gestion d’actifs, permettant de consolider, de gérer et d’historiser toutes les données de gestion d’actifs (instruments, portefeuilles, tiers, données de marché, OST, indices, benchmarks, etc.). Le référentiel comprend en standard des centaines de champs natifs. Un designer graphique permet aux utilisateurs habilités d'ajouter facilement de nouveaux champs personnalisés, ainsi que de créer de multiples grilles de lectures du référentiel afin de correspondre parfaitement aux besoins métiers (Gestion, Middle, Compliance, Back, etc.). Ainsi, les utilisateurs de la solution JUMP Data Management peuvent bénéficier d’un référentiel centralisé sur mesure, adapté à leurs besoins opérationnels et métier, tout en accélérant la prise en charge de nouvelles données.

Acquisition facilitée des données grâce à un catalogue de +100 connecteurs avec votre écosystème et une souplesse de création de nouveaux formats d’imports

Afin d’intégrer les données dans le référentiel, JUMP Data Management apporte une grande ouverture avec l’écosystème métier de la gestion d’actifs, ainsi qu’avec votre système d’informations existant. La solution embarque un catalogue de +100 connecteurs natifs et de formats d'imports, sous différents formats (CSV, XLS, TXT, XML, SWIFT, API, etc.). De nouveaux connecteurs sont régulièrement ajoutés sur la demande de nos clients. JUMP dispose d'une expertise importante dans la construction de nouveaux connecteurs. Ces derniers peuvent être réalisés soit par JUMP (intégration au progiciel ou via JUMP Smart ETL), soit par les équipes du Client en autonomie (via JUMP Smart ETL).

Contrôle sur mesure de l’intégration et de la qualité des données

JUMP Data Management permet une automatisation complète des contrôles techniques et métiers sur l’acquisition, la cohérence et la qualité des données. La solution permet de mettre en place des contrôles 4-yeux, d’identifier les exceptions rencontrées et d’assister l’administrateur du référentiel en lui proposant des pistes de résolution. Grâce aux fonctions de workflow de validation des instruments et des cours, il est possible d’attribuer un statut aux instruments (à valider, validé, publié, etc.) ​ et de disposer d’un « bac à sable » permettant, à l’administrateur de données, de contrôler et valider les modifications sur les instruments avant publication / utilisation par les consommateurs de données.

Exploitation et diffusion des données « as a service »

Une fois que la qualité des données est garantie, il est possible d’exploiter et diffuser toutes les données du référentiel JUMP pour réaliser ses analyses, calculs, décisions et reportings. La solution embarque une multitude de possibilités d'exploitation des données directement dans la solution :

Gestion fine des droits d’accès et piste d’audit complète

La préservation de l’exactitude et de l’intégrité des données au sein du référentiel est un enjeu de taille. Des événements impactant les aspects techniques et fonctionnels de votre référentiel peuvent survenir, il est alors nécessaire de pouvoir conserver toute trace d’évolution des données dans une piste d’audit contextuelle. Afin de contrôler l’utilisation des données, la solution permet une gestion fine des droits d’accès : périmètre fonctionnel, périmètre de données, niveau d'accès (création, consultation, modification, etc.). Ces droits d’accès sont paramétrables par groupe (profils) ou par utilisateur. De plus, la piste d’audit contextuelle (date, utilisateur, action) intégrée dans la solution JUMP offre une traçabilité complète des actions relatives aux données du référentiel JUMP. Des écrans dédiés permettent de visualiser l’historique détaillé des différentes modifications (faites par les utilisateurs ou via des mises à jour depuis des flux).

Les apports JUMP Data Management :

►  Consolidation de toutes vos données au sein d’un référentiel centralisé

 ►  Acquisition facilitée des données grâce à une connectivité augmentée

►  Amélioration de la qualité des données (fiabilité, cohérence, unicité), grâce à des contrôles automatisés, des workflows de validation et des tableaux de bord de monitoring

►  Data visualisation, grâce à une interface Web riche et personnalisable

►  Diffusion des données as a service

►  Evolutivité et scalabilité de vos espaces web

►  Transparence et auditabilité complète tout au long du cycle de vie de la donnée

►  Déploiement accéléré de la solution grâce à un socle fonctionnel riche, un catalogue de +100 connecteurs natifs, des bibliothèques complètes de pré-paramétrages métiers et une approche low-code

►  Plusieurs scénarios d’architecture des référentiels de données, avec réversibilité complète

Description de la solution JUMP Data Management

Operate data from JUMP in Microsoft Excel


Your JUMP data with all the power of Excel

The JUMP Excel Plug-in is a powerful extension allowing you to connect easily and in real time to the JUMP software database, directly from Excel.  Users enter their login information to securely connect and can immediately request JUMP data.  They can then take advantage of the full power of Excel to operate JUMP data and carry out any desired analyses.

Ability to combine your JUMP data with other sources within the spreadsheet

With JUMP Excel Plugin, users can request data from the JUMP database (assets, portfolios, orders, compositions, customers, contacts, etc.) and calculate indicators and ratios in real time through JUMP’s In-Memory calculation engine. Within their Excel analysis sheets, users can combine JUMP data with data from other sources, whether static or dynamic (real-time quotes from the Bloomberg Excel Plugin, for example).

Libraries of functions and a personalized request designer

To facilitate JUMP data requests, we provide users with a library of functions allowing them to define custom requests in just a few clicks (target assets, period of study, etc.) through a formula creation wizard. A personalized request designer also allows you to create custom Excel requests from JUMP that then become available to all your Excel plug-in users. These requests can be shared in your JUMP ecosystem between your reports, your web widgets, and your Excel plug-in, allowing you to make the most of these 3 distribution channels.  

The benefits of the JUMP Excel Plug-in :


►  All the power of Excel combined with the power of JUMP

►  Guarantee the accuracy of Microsoft Excel use for asset management via a single, shared database

►  Facilitate the integration of experienced Excel users into a JUMP ecosystem

►  Ease requesting and reporting work in Excel for users within companies also using the JUMP software package

►  Facilitate the integration of JUMP with Excel data and processes 

►  Allows you to fully reuse Excel sheets already existing in a JUMP ecosystem


Some typical use cases of the JUMP Excel Plug-in by JUMP customers :


►  Provide read-only access to JUMP data and calculations from Excel to experienced Excel users

►  Automatically feed existing Excel files (Trading Sheet, Excel Reporting, template of the Excel Stress Test, etc.) with data from JUMP (portfolio composition, results of compliance controls, etc.)

►  Provide access to reports, customizable requests, and custom Excel dashboards generated by JUMP for Excel users


Description of the JUMP Excel Plug-in


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Combining the flexibility of Excel with the power of JUMP

  • Secured access with JUMP authentication integrated into the plug-in
  • A custom reporting experience from Excel (use of filters, table merging, and dynamic pivot tables) using your JUMP data
  • Ability to use Excel macros
  • Customizable formatting that takes full advantage of the flexibility of Excel (dynamic pivot tables, conditional formatting, formatting of tables and charts)
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Advanced features of the plug-in 

  • Use across plugins (portfolio composition via JUMP and real-time quotes via the Bloomberg plugin)
  • Integrated request designer allowing you to add ready-to-use requests for users of the JUMP Excel plug-in
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Management and use of advanced data

  • Insert JUMP data requests in a pre-existing calculation sheet
  • Real-time updates of financial information from JUMP (real-time position keeping)
  • Security of validated data in the JUMP solution: capitalization of Middle and Back office stock