WHAT WE DO
At JEDI Database Solutions, we simplify the way financial advisors manage, organize, and leverage client data.
At JEDI Database Solutions, we simplify the way financial advisors, Broker Dealers, and RIAs manage, organize, and leverage client data. Our platform replaces messy spreadsheets and outdated CRM processes with a clean, intuitive system that keeps client records accurate and actionable. With JEDI, you can easily group clients by AUM, service tier, relationship stage, or niche — giving you the power to create personalized communications, streamline compliance reporting, and uncover new growth opportunities. We designed JEDI to fit into your daily workflow, so you spend less time managing data and more time building relationships.
Up-to-Date Client Records
Client Segmentation
Instant Audit Reports
Targeted Communication Reports
”"You don’t need to be tech-savvy to use JEDI. We guide you every step of the way."
