Unique wealth management solution

JUMP WEALTH MANAGEMENT is a unique portfolio and client relationship management solution, dedicated to the professional needs of Private Banks and Family Offices. 

JUMP WEALTH MANAGEMENT empowers wealth management professionals to increase assets under management, improve customer service and generate higher investment performance. 




  • CONSOLIDATION: multi-custodian holdings within a central repository 
  • AUTOMATION: business process automation from front to middle/back-office
  • FUNCTIONALITY COMPLETENESS: advanced analysis and decision support features 
  • CONTROL COCKPIT: advanced performance and risk management monitoring 
  • USER-FRIENDLINESS: quick start with a user-friendly and intuitive interface 
  • BUSINESS ORIENTED: user-defined and custom business functionalities in scalable environment 


Main functionalities of JUMP WEALTH MANAGEMENT

Customer relationship optimisation

  • Integrated CRM and 360° clients profiles
  • Investment profiling 
  • Dynamic dashboards
  • Customised client reporting
  • Document management

Real-time management

  • Multi-counterparty, multi-asset, multi-strategy
  • Real-time position keeping and valuation
  • Performance and risk analysis
  • Portfolio modelling
  • Full look-through

Order management

  • Full STP workflow
  • Electronic order placement (FIX)
  • Simulations and stress tests
  • Portfolio rebalancing
  • Pre-trade controls

Risk and performance

  • Compliance with investment rules per risk profile
  • Regulatory compliance: MIFID, KYC, AML, …
  • Customisable controls and alerts
  • Pre- and post-trade compliance
  • Regulatory and custom reporting

Portfolio management

  • Multi-custodian and multi-market data providers
  • Automated reconciliation
  • Systematic fees and retrocession calculations
  • Cash management
  • Corporate action management

Audit and control

  • High-security user access and user rights
  • Complete audit trail
  • Pricing policy
  • Systematic quality checks
  • Advanced data and custom fields management


  • Robust and highly customisable solution
  • Ready-to-use reports library
  • Custom reports generation
  • Automated alerts on data exceptions
  • Multi-format export: .docx,.xlsx, pptx,.html

Web Platform

  • Full web based architecture
  • Web Portal
  • Customisable extranet for customers, business providers and distributors
  • Mobile devices: tablet, smartphone
  • Position keeping and order placement
  • Roaming CRM and reporting