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.

• Actively participate in discussions on changes in the profession

• Share its technological know-how

• Strengthen its regulatory watch

• …

• And many other contributions thanks to the multiple working groups and publications of the AFG

 

To find out more about AFG, please see: https://www.afg.asso.fr/en/

 

 

 

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.

About KAPIA-RGI

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.

 

 

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:

• A catalogue of more than 100 analysis tables and graphics
• Custom dashboards, personalized via JUMP Reporting
• Data dissemination toward other data sources through our catalog of native connectors
• Automatic generation of reports in the desired format (Excel, CSV, Word, PowerPoint, HTML, PDF), customized via JUMP Reporting
• REST API catalogue
• Standard business exporters in Excel format
• Ect.

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

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 :

• Le catalogue de +100 tableaux et graphiques d’analyse de la solution
• Les tableaux de bord personnalisés, paramétrés grâce à JUMP Reporting
• Une diffusion de données grâce au catalogue de connecteurs natifs
• La génération automatique de reportings personnalisés au format souhaité (Excel, CSV, Word, Powerpoint, HTML, PDF), paramétrés grâce à JUMP Reporting
• Le catalogue API REST
• Des exports métiers standards au format Excel
• Ect.

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

 

An improved Client Experience with digital reporting solution

 

 

"Anywhere & Anytime" self-service acess

With JUMP Web Portal, our clients can provide “Anywhere & Anytime” self-service digital spaces to their ecosystem (clients, prospects, partners), thus allowing for an improved quality of service and customer experience while reducing operational risks and costs.  Fully interfaced with our Front-to-Back asset management platform, JUMP Web Portal allows you to relegate a multitude of investment management tasks to the final customer (data acquisition, reporting, online operations, document management, online forms) while ensuring seamless traceability and a reduced need for operational teams.    

An enriched client experience, operating across devices with adaptive web design   

Thanks to its modern framework, the JUMP Web Portal solution allows you to construct tailor-made portals that are easily and entirely customizable, operating across devices (computers, tablets, smartphones) with adaptive web design.  It is possible to personalize its design, depth, scope, data freshness, and accessible functions.    JUMP Web Portal also makes it possible for you to enrich your existing web spaces via public pages (ex: an overview of your funds) or widgets (ex: an investment simulator, an interactive performance chart) as well as create and host complete, private web spaces with centralized access and password management (example: client extranet for your managed account customers).  

Easy construction of Web spaces and personalized forms, thanks to specialized business designers and preconfigured widget libraries for Asset Management  

JUMP Web Portal simplifies the creation of “tailor-made” web spaces thanks to a library of spaces, pages, and preconfigured widgets for asset management.  Beyond classic widgets (performance charts, fund allocation pie charts), JUMP Web Portal also allows you to integrate real-time and/or complex widgets on your web spaces (investment simulators, managed account positions, quantitative risk indicators, list of placed orders, intent to place an order screens) in order to meet advanced needs.   Since June 2020, you can also design personalized web forms, coupled with electronic signature and digital safe storage via our partner Docusign.    

The benefits of JUMP Web Portal :

►  Self-service client access     

►  Anywhere & Anytime secured access  

►  Adaptive web design and use across devices  

►  Data reliability, thanks to a single, common database  

►  Traceability of exchanges and operations   

►  Web space scalability and evolutivity 

►  Speed of design thanks to a vast library of preconfigured widgets engineered specifically for the Asset Management industry

►  Graphic design of personalized widgets and web dashboards via JUMP Reporting 

►  Sharing and reuse of personalized widgets common to different areas: operations, traditional/paper reporting, and web spaces 

►  Docusign connector with electronic signature and a digital safe storage   

 

JUMP Technology, Fintech creator of the Front-to-Back JUMP AMS software solution, and Exoé, an external trading desk, have been partners since the beginning of 2012. 

 

JUMP Technology and Exoé’s joint customers benefit not only from Exoé’s external trading desk, which is fully-integrated with their JUMP PMS (Portfolio Management System), but also from the security that comes with a partnership between two reputed players who have both been steadily growing for more than 10 years now. Initially scaled for Equity, JUMP Technology and Exoé now offer an extended connector that also addresses Fixed Income and Derivatives to offer customers the best of their services.

 

“A long-standing partner of Exoé, JUMP has become an essential Front-to-Back software solution for asset management companies over the years.  It was therefore extremely important for each of us to strengthen our partnership to continue to provide the best service,” explains Fidel Martin, President of Exoé.

 

“Thanks to our close collaboration, we are able to offer our joint customers a fully-integrated service with reduced costs and lead times.  Our connector allows these same customers to fully benefit from Exoé’s Premium service within their asset management software package,” adds Emmanuel Fougeras, President of JUMP Technology.

 

About JUMP

JUMP Technology is a software provider that is dedicated to the investment management industry, especialy to all the types of Asset Management companies ( collective management, discrationary management, traditional or alternative management).  JUMP solution covers the entire investment management, for all types of financial instruments and helping to stay one step ahad of your transformation challenges : Data Intelligence, Digital Experience, Regulatory Compliance, Risk Management, Alternative Investments, etc. The software is used as much by smaller companies as by big names in the industry, both in France and in Europe (refer to client testimonials : https://jump-technology.com/client-stories/ ).

 

About Exoé

Exoé is an independent investment firm, founded in 2006, licensed and regulated by the Financial Markets Regulator for France (AMF) and the French Prudential Supervision and Resolution Authority (ACPR).  As an external trading desk, Exoé provides their professional asset management clients both teams and systems to centralize and simplify order execution across all asset classes and geographical areas, in complete transparency.  These implemented services enable improved liquidity, seamless traceability, and comprehensive reporting for increased regulatory compliance and best execution. Exoé's spirit of service and proximity allows their clients to rely on a passionate partner so they can focus on their core business.

 

For more information, please visit : https://en.exoe.fr/

Your investment management platform « On Premise » or « in the Cloud » 

 

 

A flexible, evolutive, and scalable deployment mode  

With JUMP Cloud service, our customers can choose to deploy the JUMP platform either On-premise or in the Cloud, depending on their specific needs and requirements.  If they change their mind, however, the platform is completely reversible, allowing customers to switch from one deployment mode to another.  

With JUMP Cloud, stay focused on your core business in complete security 

By choosing JUMP Cloud, investment management players gain access to a secure, mature, and innovative SaaS platform (ISO 27001 certified hosting), while meeting their optimization challenges: quick deployment (better time-to-market), scalability of SaaS services, and cost control.   The JUMP Cloud service enables our customers to outsource the hosting and IT operation of their business software platform for investment management. With this service, JUMP customers no longer have to worry about the availability of their teams for IT issues and can focus on their core business. 

The benefits of JUMP Cloud :

►  Easy access to your business software platform  

►  Secure access to your data on an ISO 27001 certified hosting platform 

►  A platform that is scalable and can evolve according to your growth  

►  Accelerated deployment of your business software platform 

►  Déploiement accéléré de votre plateforme logicielle métier 

►  Native support of JUMP software package extensions (JUMP Web Portal, JUMP Mobile) for your customers and partners 

 

Description of JUMP Cloud services