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Wealth Management

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Jump Technology Platform overview Front-to-Back

Features of the solution

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CONSOLIDATION

Aggregate all your customer data into a single solution capable of consolidating multi-custodian, multi-asset class and multi-strategy assets

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CLIENT-CENTRIC

Enhance customer relationship with a 360° customer view, integrate your CRM data, manage investment profiles and specific constraints, provide rich and personalized reports as well as digital access

DECISION-MAKING SUPPORT

Simulate your decisions, apply rebalancing strategies, reduce your exposure to market risk and improve your performance thanks to a large number of embedded analysis tables and charts

REAL-TIME MONITORING OF REVENUES PER CUSTOMER

Automate the calculation and control of fees – transaction fees, performance fees, payable and receivable retrocessions. Benefit from real-time dashboards allowing you to monitor all these fees by customer and by typology

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AUDIT TRAIL AND COMPLIANCE

Keep an audit trail of all stock market transactions from pre-assignment to order settlement. Ensure compliance of all transactions by relying on automated pre/post-trade checks

REPORTING

Automate the production of personalized reports for your customers and provide your managers with customized decision-making dashboards

CONSOLIDATION

Aggregate all your customer data into a single solution capable of consolidating multi-custodian, multi-asset class and multi-strategy assets

DECISION-MAKING SUPPORT

Simulate your decisions, apply rebalancing strategies, reduce your exposure to market risk and improve your performance thanks to a large number of embedded analysis tables and charts

AUDIT TRAIL AND COMPLIANCE

Keep an audit trail of all stock market transactions from pre-assignment to order settlement. Ensure compliance of all transactions by relying on automated pre/post-trade checks

CLIENT-CENTRIC

Enhance customer relationship with a 360° customer view, integrate your CRM data, manage investment profiles and specific constraints, provide rich and personalized reports as well as digital access

REAL-TIME MONITORING OF REVENUES PER CUSTOMER

Automate the calculation and control of fees – transaction fees, performance fees, payable and receivable retrocessions. Benefit from real-time dashboards allowing you to monitor all these fees by customer and by typology

REPORTING

Automate the production of personalized reports for your customers and provide your managers with customized decision-making dashboards

Why did they choose JUMP Technology ?

JUMP Flornoy Ferri

Head of IS and Middle Office

at Flornoy

JUMP is the tool at the heart of our culture of automation

Pierre Willot Chairman of Montaigne Capital

Pierre Willot

Chairman of Montaigne Capital

Since 2009, JUMP has supported all our investment management activities.

Geoffroy Gabel CIO of Auris Gestion

Geoffroy Gabel

CIO of Auris Gestion

Consolidate collective management and private management, within a single (…) scalable and scalable solution, capable of following our ambitions for internal and external growth.

See all client testimonials

Jump Solution Accounting

Front-to-Back

Consolidate your IS thanks to a collaborative, innovative and modular platform

Jump Solution computer solution

Reporting

Industrialize the production and distribution of customized reports

Jump Solution Comptabilié

Portfolio Management

Optimize your operations
by relying on a rich and powerful PMS

Front-to-Back

Consolidate your IS thanks to a collaborative, innovative and modular platform

Reporting

Industrialize the production and distribution of customized reports

Portfolio Management

Optimize your operations by relying on a rich and powerful PMS