Comprehensive holdings, assets and features for institutional clients — offered through a white label platform or fully branded.
We help banks, credit unions, RIA’s and family offices give clients a complete view of their wealth — including assets currently held away from the institution — while increasing engagement, retention and cross-selling opportunities. We solve for a fragmented information and technology stack across life, wealth intelligence and financial data.
Within this comprehensive financial hub, partnerships with data providers and APIs from banks, trust and estate, and exchanges create a full, personalized solution that’s actionable. Democratizing advanced analytics so every investor, entrepreneur and family office — no matter its size — can act with clarity from specific, personalized, data-driven insights, all in one place regardless of asset, location or account type.
Combining AI with personalized wealth gives Jaspy clients a roadmap for engagement and opportunity — creating an engaged ecosystem.
Everything an institution needs to deliver a complete wealth experience — in one configurable platform.