Jaspy
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JASPY FOR ENTERPRISE

Intelligence platform. Your Branded Customer Product.

A fully deployable, white-label platform providing your clients industry and portfolio insights, market awareness, and research depth — under your brand.

Deploy Jaspy in Your Organization
MULTI-ENTITY

One platform. Independent environments.

Run multiple clients, entities, teams, or portfolios in Jaspy while keeping their data, context, and permissions distinct.

Environment A
Client Alpha
PortfoliosRelationshipsPermissions
Environment B
Client Beta
ResearchHoldingsPermissions
Environment C
Business Unit
TeamsPortfoliosPermissions
Shared foundation
One Jaspy core. Each environment keeps its own boundaries.

All your clients in one platform.
Under your brand.

Four layers. Your clients only ever see the last one.

The platform
Portfolio & CRMLandscape HubMarket PulseResearch EngineKnowledge Graph
Command Center
ManageMonitorConfigureControl
Client environments
Client AClient BClient CClient D
What your clients seeYour brand
Client environments stay separate. Your oversight doesn't.

One Command Center. Your entire deployment.

Not a settings page. It's where your team sees what's happening — and acts on it.

Command CenterAll systems operational
Environments
Client A
Client B
Client C
Activity
Who did what, and when.
People and access
Administrators
Advisors
Client users
Administrative actions
Create userAssign roleConfigure environmentUpdate brandingReview activity
Customize your customers' experience
PeopleUsers, teams, and roles.
OrganizationsClients and accounts.
AccessAuthentication, permissions, and availability.
ConfigurationPlatform and client-level settings.
BrandWhite-label branding, changed by you.
MonitoringUsage, activity, and status.
Per-client productsSwitch whole products on or off for each client. Same platform, different offering.
Portfolio & CRMLandscape HubMarket PulseResearch Engine
Client AOnOnOnOn
Client BOnOnOffOff
Client COnOffOnOn
Package tiers, run pilots, or scope an offering to what a client actually needs.
BUILT FOR ENTERPRISE

Launch it as your own.

Let's talk about what this would look like for your firm.

Design Your Jaspy EnvironmentTalk to Our Team