
August 2017
Move your portfolio design process away from spreadsheets
The Jacobi platform enables multi-asset investment teams to focus on the associated risks and analysis required to achieve specific objectives.
See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.
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.
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