Jacobi Multi-Asset Technology
The platform powering multi-asset investment workflows, decision making and reporting.
Technology that unifies portfolio construction, risk modeling, and analytics
Built by investment professionals for investment professionals, Jacobi’s unique open-architecture platform enables investment firms to efficiently build, scale and automate the delivery of multi-asset portfolios.
Jacobi helps investment firms address key challenges across a wide range of use cases—from the management and scalability of model portfolios to the delivery of custom portfolio solutions, enhancing OCIO services and the centralization and unification of investment data. With streamlined workflows, advanced analytics, and collaborative tools, Jacobi empowers faster, more informed investment decisions.
Jacobi solutions
Jacobi provides comprehensive, end-to-end solutions designed to support a diverse range of client needs and workflows.
Model Portfolio Management Solution
Jacobi helps investment teams design, manage, and scale many model portfolios effortlessly—leveraging powerful tools for optimization, analytics, and reporting
Custom Portfolio Solution
Streamline the creation and management of custom portfolio solutions with powerful tools for look-through analysis, risk assessment, and scalable workflow integration.
OCIO Solution
Jacobi’s integrated platform transforms OCIO services by automating portfolio management, deepening risk insights, and providing clear, customizable reporting—helping deliver tailored, scalable investment solutions.
Jacobi Data Engine
Jacobi’s powerful Data Engine unifies and automates investment data, enabling secure, scalable integration and AI-ready analytics across the portfolio lifecycle.
Built for investment teams
Purpose-built for institutional investment teams, Jacobi’s cloud-native platform unifies portfolio construction, risk modeling, and analytics across public and private assets, delivering full transparency and alignment to client objectives.
Unlike rigid legacy systems, Jacobi evolves with your strategy—enabling faster innovation, more agile portfolio management, and smarter investment decisions. Teams gain access to powerful tools for portfolio design, simulation, and risk assessment, integrating Monte Carlo and custom scenario modeling with both forward looking and historical analysis.
Dynamic Storyboards and reporting tools transform analytics into real-time insights—supporting instant what-if analysis, collaborative decision-making, and rapid, professional reporting.
By connecting front-office teams directly to end-client workflows, Jacobi creates a single intelligent investment ecosystem—integrating proprietary models, code, and internal or external datasets to streamline processes, enhance collaboration, and accelerate portfolio creation.
Key features and benefits
Why investment teams are choosing Jacobi
Features
Benefits
End-to-end multi-asset investment solution
Jacobi unifies portfolio construction, analytics, and reporting in one platform—streamlining workflows, breaking down silos, and accelerating decision-making.
Make Smarter Decisions, Faster
Run forecasts, stress tests, and scenarios to validate strategies, assess risk, and act confidently—supported by charting libraries for forecasts, history, time series, risk, and portfolio positioning.
Transform Analytics into Powerful Reporting
Automate and customize the production of storyboards and outputs – designed to match your methodology, branding, and reporting requirements.
Customize and scale with APIs
Leverage our API-driven data engine to integrate, automate, and scale operations and workflows.
Stay in Control
Embed governance, compliance checks, and audit trails directly into your workflows to reduce risk.
Jacobi helps us uncover insights we didn’t know we were looking for - by visualizing data in powerful ways.
The Jacobi difference
What sets Jacobi's solutions apart from other investment technologies
Extensive storyboarding and reporting capabilities
Jacobi’s Report Designer and Storyboards provide interactive, customizable visualizations and reports, enabling dynamic data exploration, tailored formatting, and seamless workflow integration to enhance portfolio analysis and presentations.
Software Development Kit and APIs
Jacobi’s SDK and APIs let analysts and developers build custom models, automate workflows, and integrate proprietary systems—enabling scalable, flexible portfolio management with seamless connectivity across technology ecosystems.
Jacobi Data Engine
The Jacobi Data Engine empowers multi-asset investors by unifying fragmented datasets and automating complex workflows. It offers a secure, scalable, AI-ready platform that streamlines integration, portfolio construction, risk analysis, and reporting—transforming data into a strategic asset across the entire investment lifecycle.
Seamless AI Integration
Jacobi uses AI agents to streamline investment workflows, enhance portfolio construction, and simplify coding, enabling faster configuration and improved client engagement.
Monte Carlo/Simulation Modeling
Jacobi delivers precise portfolio modeling and stress testing through an advanced simulation engine. While Monte Carlo simulations explore thousands of market scenarios, what truly sets Jacobi apart is the ability to customize models to align with each client’s proprietary investment IP.
See Jacobi in Action
Discover how Jacobi’s multi-asset platform and modules can streamline your investment workflows, enhance reporting, and improve decision-making. See the Jacobi difference for yourself!
Jacobi is trusted by some of the world’s leading investment firms
Contact Us
Discover how Jacobi’s multi-asset platform and modules can streamline your investment workflows, enhance reporting, and improve decision-making.
Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.
Offices
San Francisco
44 Montgomery St
San Francisco 94104
United States
London
20 Little Britain
London EC1A 7DH
England
Brisbane
111 Eagle St
Brisbane City 4000
Australia