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Investment portfolio manager
Track holdings, performance, and clients across portfolios in one governed dashboard. Build it on your own data with Jet Admin — free to start.
Why teams build their client portal software on Jet.
Built on your existing data, governed from day one, and deployed wherever your client portal software needs to live — no migration, no per-user fees.
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Built on your existing data
Your client portal software runs on the Postgres, MySQL or Mongo you already use — no migration, no second copy of the data.
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Governed from day one
Row- and column-level permissions, SSO and audit logs keep your client portal software secure for every user and team.
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Deploy to your users
Ship your client portal software on Jet Cloud, in your own cloud account, or fully on-premise — wherever it needs to live.
Add only the views and features you need
Describe what you need, get a client portal software back. Then switch between AI and visual editing to add content, adjust logic, and iterate as your workflows evolve.
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Connect to Your Portfolio or Custodian Data Directly
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Investor Self-Service Portal with Portfolio-Level Access
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Advisor Dashboards with Client Book Visibility
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Real-Time P&L and Performance Dashboards
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Document Vault for Reports and Statements per Investor
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Create custom apps
for any workflow without code
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Frequently asked questions
What makes Jet different from other {use case} tools?
Jet runs on your existing data with enterprise-grade governance from day one, and deploys to Jet Cloud, your own cloud, or fully on-premise — with no per-user fees.
Can I build a {use case} with AI features for my end users?
Yes. Add AI agents, search and assistants to your {use case} so your end users can ask questions and take actions in natural language.
What data sources can I connect to a {use case}?
Postgres, MySQL, MongoDB, Snowflake, BigQuery, Google Sheets, Airtable, REST APIs and 45+ more — your {use case} runs on live data with no copies or manual syncs.
Can I build a custom {use case} without coding?
Yes. Jet is no-code first — describe your app in plain language and refine it visually. Developers can still drop into code when they want full control.
How do I create a {use case} with Jet?
Connect your data source, describe what you need, and Jet generates the {use case}. Then switch between AI and visual editing to adjust content, logic and access.
What features should a {use case} have?
The core views and actions your team needs — all of which you can generate from a prompt and refine visually in Jet.
What are the benefits of a custom {use case}?
A custom {use case} fits your process exactly instead of forcing you into a rigid SaaS schema — you control the data model, permissions and where it deploys.
What is a {use case} used for?
It gives your team the exact tool they need for their workflow, built on your existing data instead of a rigid SaaS schema.
What is {use case} software?
{use case} software gives your team a purpose-built app — running on your own data, with the exact views, logic and access your workflows need.
