Technology for multi-asset portfolio design, analytics and client engagement
Use technology that incorporates your unique investment processes, philosophy, and data.
Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story.
Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale.
Who We Help
Asset Managers use Jacobi to build and customize portfolios at scale, efficiently design and manage model portfolios and deliver dynamic client engagement.
Investment Consultants & OCIO's
Investment Consultants use Jacobi’s customizable and modular platform to industrialize their unique models and custom workflows, providing greater control and flexibility and increased value to their end client.
Jacobi enables multi-asset teams to provide improved visibility and analytics across pools capital to ensure alignment of portfolios to objectives. Remove the inefficiencies of disconnected spreadsheets and enable effective stakeholder communication.
Wealth Managers & RIA's
Jacobi delivers Wealth Managers a market leading digital tool that supports both the investment team and advisor workflows. Industrialize and govern the portfolio review, proposal and research process and easily incorporate unique and complex data structures.