Jaspy is the wealth management platform you need to manage your tasks & operations all in one place.
Cloud based financial technology infrastructure to create what you need for data, intelligence, productivity and management of portfolios, alternative assets, private companies for investment, partnership or acquisition, back-office operations & administrative functions, CRM, calendar events, cloud file storage integrations, data-topic, investment from multiple datasources.
The Jaspy Approach
JASPY is a breakthrough tech-enabled intelligence infrastructure platform, a single spot for engagement, data and productivity specially designed for family offices, corporates, venture, and retail. It’s simple to use, intuitive and flexible. Powerful data, analysis, productivity and reporting paired with special modules which allows for tracking, integrating other technology tools in use, managing and tracking your private market, alternative asset portfolio.
Managing a family office, unable to find intuitive, simplified and easy to use technology led Jaspy’s founder and CEO to create Jaspy for the way you work, portfolio management, private and alternative investment management.
It is the infrastructure to link all of your other favorite technologies in one place, bring in data, productivity tools, intelligence and financial summaries and formulas.
Who Should Use Jaspy?
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Family Offices
Family Offices have unique needs for technology. Family office processes, private and alternative markets and technology customization requirements.
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Corporates
Mid market Corporates use Jaspy so that identifying, evaluating, engaging, transacting, managing & reporting on private company & early-stage innovation & investment can be done in 1 system
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Universities
Universities manage and track Entrepreneurship Programs, economic development projects, grants and patents are ideal areas for Jaspy.
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Venture
Manage private, alternative investments, bringing in data and integrating financial statements, spreadsheets, financial valuations and investment type tracking included.
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HNWI
Track and manage their investment portfolio of assets including private company investments. Portfolio dashboard page allows all assets to be tracked in a one place easy to use environment.