One Platform. Zero Limits
Revolutionize Your Wealth Management with AI-Powered Intelligence
Powerful features
Unlock AI-Driven Control & Insights
Powerful AI data, analysis, productivity, and reporting paired with special modules.
Powerful features
Unlock AI-Driven Control & Insights
Powerful AI data, analysis, productivity, and reporting paired with special modules.
Powerful features
Unlock AI-Driven Control & Insights
Powerful AI data, analysis, productivity, and reporting paired with special modules.
🚀 Portfolio Dashboard
Seamlessly connect all your assets — investments, real estate, wallets, and accounts — in one platform.
🚀 Portfolio Dashboard
Seamlessly connect all your assets — investments, real estate, wallets, and accounts — in one platform.
🚀 Portfolio Dashboard
Seamlessly connect all your assets — investments, real estate, wallets, and accounts — in one platform.
🤖 AI Analysis & Reporting
Personalized wealth management and competitor tracking
🤖 AI Analysis & Reporting
Personalized wealth management and competitor tracking
🤖 AI Analysis & Reporting
Actionable suggestions from your data, without digging into spreadsheets .
📇 Specialized Modules
CRM, calendars, file storage, and back-office tools
📇 Specialized Modules
CRM, calendars, file storage, and back-office tools
📇 Specialized Modules
CRM, calendars, file storage, and back-office tools
Manage All Assets
Integrate and manage all assets, accounts, and transactions in one platform.
Manage All Assets
Integrate and manage all assets, accounts, and transactions in one platform.
Manage All Assets
Integrate and manage all assets, accounts, and transactions in one platform.
Custom Integrations
Pull data from spreadsheets, financial statements, and more
Custom Integrations
Pull data from spreadsheets, financial statements, and more
Custom Integrations
Pull data from spreadsheets, financial statements, and more
Who Should Use Jaspy?
Personalize Wealth
Jaspy delivers AI-driven wealth management seamlessly unifying assets, data, and insights into one powerful platform
Who Should Use Jaspy?
Personalize Wealth
Jaspy delivers AI-driven wealth management seamlessly unifying assets, data, and insights into one powerful platform
Who Should Use Jaspy?
Personalize Wealth
Jaspy delivers AI-driven wealth management seamlessly unifying assets, data, and insights into one powerful platform
Entrepreneurs
Jaspy enables teams to manage assets, track competitors, and monitor markets with multi-user flexibility across industries
Entrepreneurs
Jaspy enables teams to manage assets, track competitors, and monitor markets with multi-user flexibility across industries
Entrepreneurs
Jaspy enables teams to manage assets, track competitors, and monitor markets with multi-user flexibility across industries
Companies/Corporates
Empowers corporates to manage assets, investments, and innovation while AI delivers clarity, direction, and smarter decisions
Companies/Corporates
Empowers corporates to manage assets, investments, and innovation while AI delivers clarity, direction, and smarter decisions
Companies/Corporates
Empowers corporates to manage assets, investments, and innovation while AI delivers clarity, direction, and smarter decisions
Investors
Manage private and public investments, asset tracking, work flow for new investment opportunities
Investors
Manage private and public investments, asset tracking, work flow for new investment opportunities
Investors
Keep your analytics safe with advanced security and strong encryption.
Investors
Keep your analytics safe with advanced security and strong encryption.
Family Offices
Supports family offices with tailored tech, managing private markets, streamlining processes, and delivering personalized insights.
Family Offices
Supports family offices with tailored tech, managing private markets, streamlining processes, and delivering personalized insights.
RIA's
Holistic wealth management with AI insights, portfolio aggregation, efficiency, and client transparency
RIA's
Holistic wealth management with AI insights, portfolio aggregation, efficiency, and client transparency
HNWI
Jaspy reimagines wealth management with AI, unifying assets, private investments, and insights in one intelligent dashboard.
HNWI
Jaspy reimagines wealth management with AI, unifying assets, private investments, and insights in one intelligent dashboard.
Venture Funds/Private Equity
AI-powered deal sourcing, portfolio tracking, and streamlined reporting for limited partners in venture firms.
Venture Funds/Private Equity
AI-powered deal sourcing, portfolio tracking, and streamlined reporting for limited partners in venture firms.
Private Institutions
Centralized asset management, AI-driven insights, and streamlined reporting for private institutions’ investments.
Private Institutions
Centralized asset management, AI-driven insights, and streamlined reporting for private institutions’ investments.
Universities
Helps universities manage programs, projects, grants, and patents while AI recommends smarter next steps
Universities
Helps universities manage programs, projects, grants, and patents while AI recommends smarter next steps
Universities
Helps universities manage programs, projects, grants, and patents while AI recommends smarter next steps
Family Offices
Supports family offices with tailored tech, managing private markets, streamlining processes, and delivering personalized insights.
Family Offices
Supports family offices with tailored tech, managing private markets, streamlining processes, and delivering personalized insights.
HNWI
Jaspy reimagines wealth management with AI, unifying assets, private investments, and insights in one intelligent dashboard
HNWI
Jaspy reimagines wealth management with AI, unifying assets, private investments, and insights in one intelligent dashboard
RIA's
Holistic wealth management with AI insights, portfolio aggregation, efficiency, and client transparency
RIA's
Holistic wealth management with AI insights, portfolio aggregation, efficiency, and client transparency
Venture Funds/Private Equity
AI-powered deal sourcing, portfolio tracking, and streamlined reporting for limited partners in venture firms
Venture Funds/Private Equity
AI-powered deal sourcing, portfolio tracking, and streamlined reporting for limited partners in venture firms
Private Institutions
Centralized asset management, AI-driven insights, and streamlined reporting for private institutions’ investments
Private Institutions
Centralized asset management, AI-driven insights, and streamlined reporting for private institutions’ investments
Universities
Helps universities manage programs, projects, grants, and patents while AI recommends smarter next steps
Universities
Helps universities manage programs, projects, grants, and patents while AI recommends smarter next steps
How It Works
Smarter wealth decisions made simple in 3 steps
From data to clarity—uncover insights, take action, and grow smarter in three simple steps.
How It Works
Smarter wealth decisions made simple in 3 steps
From data to clarity—uncover insights, take action, and grow smarter in three simple steps.
How It Works
Smarter wealth decisions made simple in 3 steps
From data to clarity—uncover insights, take action, and grow smarter in three simple steps.
Connect Everything
Link your assets, accounts, investments, real estate, and data sources in minutes.
Connect Everything
Link your assets, accounts, investments, real estate, and data sources in minutes.
Connect Everything
Link your assets, accounts, investments, real estate, and data sources in minutes.
Unify & Automate
Manage portfolios, track private markets, and streamline back-office tasks in one dashboard.
Unify & Automate
Manage portfolios, track private markets, and streamline back-office tasks in one dashboard.
Unify & Automate
Manage portfolios, track private markets, and streamline back-office tasks in one dashboard.
Grow with Intelligence
Leverage AI-powered insights, personalized news, and smart recommendations to make better decisions.
Grow with Intelligence
Leverage AI-powered insights, personalized news, and smart recommendations to make better decisions.
Grow with Intelligence
Leverage AI-powered insights, personalized news, and smart recommendations to make better decisions.
Integrations
Integrations
Integrations
Seamless Integrations
Seamless Integrations
Connect Jaspy with your favorite tools to streamline workflows and keep everything running smoothly.
Connect Jaspy with your favorite tools to streamline workflows and keep everything running smoothly.
Why Jaspy
A smarter way to grow with data
Turn complex metrics into clear insights that help you make better decisions, faster.
Why Jaspy
A smarter way to grow with data
Turn complex metrics into clear insights that help you make better decisions, faster.
Why Jaspy
A smarter way to grow with data
Turn complex metrics into clear insights that help you make better decisions, faster.
Other Tools
Data lives in too many places
Reporting eats up hours
Other tools deliver generic insights
Insights are too generic
No smart guidance for decisions
Hard to see what’s really working
All your metrics, one platform
Reports generate instantly
Personalized AI analysis on investments
Insights tailored to your goals
AI suggests your next move
Comprehensive asset management by type
Other Tools
Data lives in too many places
Reporting eats up hours
Other tools deliver generic insights
Insights are too generic
No smart guidance for decisions
Hard to see what’s really working
All your metrics, one platform
Reports generate instantly
Personalized AI analysis on investments
Insights tailored to your goals
AI suggests your next move
Comprehensive asset management by type
Other Tools
Data lives in too many places
Reporting eats up hours
Other tools deliver generic insights
Insights are too generic
No smart guidance for decisions
Hard to see what’s really working
All your metrics, one platform
Reports generate instantly
Personalized AI analysis on investments
Insights tailored to your goals
AI suggests your next move
Comprehensive asset management by type
FAQ's
Common questions with Clear answers
Here are answers to the most common things people ask before getting started.
FAQ's
Common questions with Clear answers
Here are answers to the most common things people ask before getting started.
FAQ's
Common questions with Clear answers
Here are answers to the most common things people ask before getting started.
Can Jaspy Integrate with Tools we Already Use?
Yes. Jaspy already integrates with tools some of which you already use. Connecting with other APIs is a simple process
Do I need technical skills to use Jaspy?
Can Jaspy’s AI feature make personalized recommendations
Is my data secure in Jaspy?
Can I try Jaspy before commiting?
Can Jaspy Integrate with Tools we Already Use?
Yes. Jaspy already integrates with tools some of which you already use. Connecting with other APIs is a simple process
Do I need technical skills to use Jaspy?
Can Jaspy’s AI feature make personalized recommendations
Is my data secure in Jaspy?
Can I try Jaspy before commiting?
Can Jaspy Integrate with Tools we Already Use?
Yes. Jaspy already integrates with tools some of which you already use. Connecting with other APIs is a simple process