Jacobi: The Investment Management Harness
Layering our core Multi-Asset Platform, AI Production Infrastructure, AI Workbench, and Forward Deployed Engineering to bring investment IP to production up to 10x faster.
Solving the Infrastructure Bottleneck in Investment Management
AI has compressed the ideation cycle to days. Workflows that once took months can now be prototyped in days. The bottleneck has shifted entirely to what comes next.
Getting proprietary investment thinking into a governed, auditable, production-grade workflow is where firms stall. The idea is not the constraint. The infrastructure that carries it is.
Firms that build infrastructure themselves discover the same thing: months to prototype, years to production, expensive to maintain. Similarly firms that buy point tools hit a different roadblock with siloed systems that cannot share data and must be stitched together.
Investment Management Harness
Jacobi is THE Investment Harness for institutional multi-asset investors
The Investment Management Harness has four integrated layers built for institutional multi-asset investment management:
1) The Foundation Multi-Asset Platform for investment workflows and analytics
2) AI Production Infrastructure for governed deployment
3) AI Workbench for proprietary model development, and
4) Forward Deployed Engineering for embedded capability transfer.
Each layer can deliver value independently. Together they form a complete system for institutional investment management. Because every layer shares the same client specific entity data foundation, what you build today extends cleanly into everything you add next.
Learn More About The Harness
The four layers of the Investment Management Harness
LAYER 1
Foundation Multi-Asset Platform
The core investment platform for multi-asset investors. Portfolio construction, risk analytics, workflow applications, reporting, and embedded AI Agents – all built on a single client-specific data model and structured around your investment processes.
LAYER 2
AI Production Infrastructure
The governed enterprise infrastructure including private deployments, environment management, API governance, and full audit trails converts proprietary investment workflows from prototype to production – purpose-built for regulated investment management.
LAYER 3
AI Workbench
The Jacobi AI Workbench gives investment professionals a governed development environment connected directly to live portfolio data, client’s entity data model, and the Production Infrastructure enabling a seamless path from prototype to production.
LAYER 4
Forward Deployed Engineering
Jacobi’s Forward Deployed Engineers are a dedicated team of technical investment experts who embed within your team, build on the AI Workbench, deploy to Production Infrastructure, and hand back a production-ready system your team owns and operates independently.
Investment Management Harness Capabilities
One platform. One integrated journey.
From core investment workflows to fully custom development – the four layers of the investment harness are designed to work together.
What distinguishes the Harness from a collection of products is the shared infrastructure beneath every layer. The same client specific entity data model, governance controls, and compute environment connect every module, workflow, and custom build.
The Investment Management Harness is built to support the continuous ideation and evolution of your investment IP and processes. By narrowing the distance between a new idea and a governed production workflow, each integrated layer works together to ensure your system continuously adapts alongside your firm’s strategy.
LAYER 1
Foundation Multi-Asset Platform
Analyze and construct
The Core Multi-Asset Platform gives investment teams structured workflows and tools from day one – portfolio construction, risk, attribution, and reporting all connected to the same client specific entity data model. Analysts and portfolio managers work in a governed shared environment rather than disconnected spreadsheets and point tools to enable scalable client servicing or product development.
LAYER 2
Production Infrastructure
Deploy and govern
Production Infrastructure provides the enterprise deployment layer every workflow requires. Models, custom applications, and automated processes go live in a fully versioned, auditable environment with controlled promotion from development through staging to production. Managed by Jacobi, not your internal IT team.
LAYER 3
AI Workbench
Build and extend
The AI Workbench lets quantitative and investment technology teams (including Coders and Non-Coders) to build custom workflows directly on the same infrastructure the production platform runs on.
LAYER 4
Forward Deployed Engineering
Deliver, scale and support
Forward Deployed Engineers work with you to build and deliver complex, high-stakes workflow processes and tools – converting proprietary investment logic into governed, production-ready processes in months, not years. Every build draws on years of investment and technology industry experience and lands on the same platform infrastructure the rest of your team already uses.
Our Clients Include
