Jacobi Modules & Applications
Streamline your investment processes and enhance decision making with Jacobi’s suite of modular applications.
Customize your solution
Beyond Jacobi’s core multi-asset platform, a powerful suite of optional modules and applications empowers investment managers to scale advanced workflows and unlock deeper portfolio insights. These deliver unmatched flexibility—enabling you to tailor Jacobi precisely to your investment process and drive superior decision-making at scale.
Jacobi Modules and Applications
Extend your investment capability with Jacobi’s range of advanced applications and modules
Multi-Model Builder Application
Jacobi’s Multi Model Builder enables scalable portfolio management, centralized data storage, collaborative editing, and iterative model creation with flexible asset allocation adjustments.
Portfolio Scaler Application
Jacobi’s Portfolio Scaler automates cascading updates from model portfolio parent to child portfolios, applying scaling, risk models, and integrating with trading and compliance.
Portfolio Builder Application
Jacobi’s Portfolio Builder streamlines portfolio creation or edits, integrating analytics, reporting, and side-by-side comparisons to assess the impact of portfolio changes.
Proposal Builder Module
Jacobi’s Proposal Builder lets advisors model portfolio changes, visualize impacts, and create branded, client-aligned investment proposals with integrated analytics and reporting.
Scenario Builder Application
Jacobi’s Scenario Builder forecasts portfolio performance under varied scenarios, enabling risk-based analysis, stress testing, and high-quality outcome reporting for robust portfolio design.
Optimization Module
Jacobi’s Optimization module enables flexible, data-driven portfolio optimization using CMAs or historical returns, supporting diverse objectives and constraints within an intuitive interface.
Assets and Liabilities Module
Jacobi’s ALM Module integrates liability forecasting with portfolio modeling, combining ESG simulations and cashflows to support and visualize Liability-Driven Investing strategies.
Private Assets Modeling Module
Jacobi’s Private Asset Modeling enables detailed cashflow and NAV forecasts, integrating with portfolio tools to optimize commitment pacing and target exposures.
Performance Attribution Module
Jacobi’s Performance Attribution module delivers customizable, scalable return analysis, enabling total or excess return attribution with clear insights to improve investment decision-making.
Product Comparison Application
Jacobi’s Product Comparison app enables side-by-side security analysis and effcient client report generation through an intuitive, efficient interface.
Task Manager Application
The Jacobi Task Manager App streamlines workflow by enabling task creation, management, and assignment, integrating with other apps, offering customization, intuitive UI, and robust validation for efficient task handling.
Risk Factor Calibration Application
Jacobi’s Risk Factor Calibration App gives investors a practical starting point for risk factor modeling, using historical data to build models across asset classes. Users can set assumptions from historical relationships for scenario-based models.
Multi-Model Builder Application
Jacobi’s Multi Model Builder Application is designed to manage multiple model portfolios at scale. Data is stored in a single repository for easy model portfolio creation, review and collaboration. Starting with a set of selected model portfolios, users can make iterative changes as they design a new model group, or edit recommended asset allocations, or security level changes within any existing model.
Portfolio Scaler Application
Jacobi’s Portfolio Scaler Application enables you to automate your portfolio update processes by cascading changes from parent portfolios to underlying (child) portfolios, by applying scaling, risk model and custom methodologies. Portfolio Scaler can integrate with your trading and compliance processes, providing an end-to-end model scaling solution.
Portfolio Builder Application
Jacobi’s Portfolio Builder application integrates the process of creating a new portfolio from scratch, or make changes to an existing portfolio, while integrating institutional-grade analytics and report generation functionality. Users can compare Current, Target and Proposed portfolios alongside one another and compare the impact of changes through Jacobi Storyboard analytics or via a report.
Proposal Builder Module
Jacobi’s Proposal Builder application empowers an advisor to make hypothetical portfolio changes and generate personalized investment proposals that are aligned with client objectives. Users can dynamically visualize recommended changes through powerful analytics and generate company branded proposal reports all within one easy to use tool.
Scenario Builder Application
The Jacobi Scenario Builder Application quickly and easily forecasts how existing and proposed portfolios are expected to perform under different scenarios, enabling you to build more robust portfolios. Scenario Builder is an end-to-end workflow that allows you to perform risk factor-based scenario analysis and stress testing on pre-existing or hypothetical portfolios, and produce high quality outcomes reporting.
Optimization Module
Jacobi’s Optimization module empowers investment teams with flexible, data-driven portfolio optimization. Combining the Jacobi Portfolio Optimizer application and a specialized chart library, the module supports a wide range of objectives and constraints. Users can optimize portfolios using assumptions derived from Capital Market Assumptions or historical returns, enabling dynamic and informed decision-making within a seamless, intuitive interface.
Assets and Liabilities Module
Jacobi’s ALM Module enables you to integrate liability forecasting with portfolio modeling to support Liability-Driven Investing strategies. Combine the output of Economic Scenario Generation (ESG) simulation modeling with expected liability cashflows to calculate and visualize key ALM forecasts.
Private Assets Modeling Module
Jacobi’s Private Asset Modeling module enables you to perform bottom-up cashflow and NAV modeling of private market investments. Combine these forecasts with Jacobi’s core portfolio modeling tools to forecast how private market assets are expected to evolve within a multi-asset portfolio, and solve for the optimal commitment pacing approach to achieve target exposures.
Performance Attribution Module
Jacobi’s Performance Attribution module provides a flexible, scalable, and highly customizable approach to analyzing portfolio returns. Whether evaluating total return attribution across asset classes or excess return attribution versus a benchmark, Jacobi equips investment teams with clear, data-driven insights to enhance decision-making.
Retirement Planner Application
Jacobi’s Optimization module empowers investment teams with flexible, data-driven portfolio optimization. Combining the Jacobi Portfolio Optimizer application and a specialized chart library, the module supports a wide range of objectives and constraints. Users can optimize portfolios using assumptions derived from Capital Market Assumptions or historical returns, enabling dynamic and informed decision-making within a seamless, intuitive interface.
Product Comparison Application
This Product Comparison Application is designed to greatly enhance the way to analyze and compare securities. With Product Comparison, easily explore and analyze securities side-by-side through an in-depth and user-friendly interface, enabling faster and more efficient decision-making. Additionally, generating a client-facing report is now just a few clicks away, enabling you to share insights and findings directly with clients in a polished, professional format.
Task Manager Application
The Task Manager App enhances workflow efficiency by enabling users to create, manage, and assign tasks with ease. It integrates with other apps, supports client-specific configurations, offers an intuitive interface, includes task creation modals, and ensures validation and error handling for a seamless, customizable experience.
Risk Factor Calibration Application
Jacobi’s Risk Factor Calibration Application helps investors build risk factor models using historical data and scenario-based environments. It addresses challenges in defining factor assumptions, offers visualization and stress testing, and integrates with Jacobi’s portfolio tools—empowering asset allocators and consultants to develop CMAs, construct factor-driven portfolios, and extend forward-looking analysis.
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 Solutions
Streamline the creation and management of custom portfolio solutions with powerful tools for look-through analysis, risk assessment, and scalable workflow integration.
OCIO Solutions
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.
Jacobi is trusted by some of the world’s leading investment firms
Contact Us
Discover how Jacobi’s optional investment modules and applications can streamline workflows, enhance portfolio insights, and empower your team to make smarter, data-driven investment decisions.
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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