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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 investment teams build on Jet
Holdings, performance and client reporting in one governed dashboard on your own position data, with access control down to the client.
Positions and performance in one view
Describe the portfolios and metrics you report on, and Jet builds the dashboard. Add statements and client access without a separate reporting tool.
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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
Create custom apps
for any workflow without code
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Similar Use Cases
Customer & Vendor portal
A self-serve hub where customers view orders, submit requests, and manage their account — without emailing support.
Portals & external access
Frequently asked questions
What makes Jet different from other internal tool platforms?
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 an app with AI features for my end users?
Yes. Add AI agents, search and assistants to your app so your end users can ask questions and take actions in natural language.
What data sources can I connect to my app?
Postgres, MySQL, MongoDB, Snowflake, BigQuery, Google Sheets, Airtable, REST APIs and 45+ more — your app runs on live data with no copies or manual syncs.
Can I build a custom business app 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 business app with Jet?
Connect your data source, describe what you need, and Jet generates the app. Then switch between AI and visual editing to adjust content, logic and access.
What features should a business app 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 business app?
A custom business app 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 business app 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 a business app?
A business app gives your team a purpose-built tool — running on your own data, with the exact views, logic and access your workflows need.
