Jacobi Data Engine
Power your investment workflows with a
data engine built for AI and scale.
Unify, automate, and activate your investment data for scalable, AI-ready multi-asset workflows
The Jacobi Data Engine transforms the way multi-asset investors harness and connect their data. Engineered to unify fragmented datasets across systems, it provides seamless integration—whether directly within the Jacobi Platform or via external downstream applications.
Powered by Databricks, Jacobi’s data infrastructure delivers a powerful, AI-ready ecosystem that automates and orchestrates complex ETL workflows, enforces intelligent data model design, and ensures secure, scalable architecture for seamless data exchange.
With real-time monitoring dashboards and precision QA tools, it empowers investment teams to manage, analyze, and act on data with confidence, speed, and control—transforming data into a strategic asset and laying the foundation for advanced analytics and machine learning across the portfolio lifecycle.
Jacobi’s data engine offers flexible, scalable integration across market, benchmark, and portfolio data. Standard modules support Morningstar fund data and monthly syncs, while enhanced modules enable daily updates, multi-currency transformations, and look-through holdings. Benchmark integrations include S&P, MSCI, Bloomberg, and Cambridge, with support for private and public asset classes.
Jacobi also connects to third-party platforms like Rimes and Refinitiv, and supports custom client data mastering, delivery, and real-time notifications—ensuring your data flows seamlessly into tailored investment workflows.
Key features and benefits
See how seamless data integration can transform your portfolio management
Features
Benefits
Enhanced Data Integrity
Centralize your data to remove duplication and establish a single, trusted source of truth. Standardize schemas and use real-time dashboards for data quality monitoring and alerts.
Take Control With Open Architecture
Take control of your data with open, scalable architecture and interoperable data lakes—eliminating vendor lock-in and enabling long-term flexibility and growth.
Better Governance and Controls
Leverage automated governance tools and modern data architecture to streamline compliance, enforce role-based access, and enable full traceability from original sources to production workflows.
Unlock the AI Opportunity
Modern AI platforms are increasingly designed to work directly with Lakehouse architecture. Unlock AI’s full potential by consolidating governed, unified data within a single, powerful Data Lakehouse.
Jacobi data insights
Why investment groups need a new data strategy for the AI era
As artificial intelligence transforms the investment landscape, traditional data strategies are rapidly losing relevance. For investment groups, the future demands a fundamental shift – from focusing on how data is moved and transformed, to how it is understood and mastered.
Jacobi solutions
Jacobi provides comprehensive, end-to-end solutions designed to support a diverse range of client needs and workflows
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.
Model Portfolio Management Solution
Jacobi helps investment teams design, manage, and scale many model portfolios effortlessly—leveraging powerful tools for optimization, analytics, and reporting.
Jacobi is trusted by some of the world’s leading investment firms
Contact Us
Discover how Jacobi’s AI-ready platform can streamline your workflows, enhance data governance, and unlock new insights.
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