Technology for Multi-asset Portfolio Design, Analytics and Client Engagement

Your Intelligence. Your Story. Your Platform.

Your Intelligence

Use technology that incorporates your unique investment processes, philosophy, and data.

Your Story

Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story.

Your Platform

Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale.

Who We Help

Asset Managers

Multi-Asset Portfolio Solutions and distribution teams use Jacobi to build and customize portfolios for clients at scale and enable efficient client and internal stakeholder engagement. Technology enables multi-model portfolio management teams to manage the challenges of building many model portfolios and understanding and communicating the impact of those changes to relevant stakeholders.

Investment Consultants & OCIO's

The Jacobi platform solution strengthens the value proposition to the end client, reducing the dependencies on disconnected spreadsheets for delivery and ensures strong and effective communication and collaboration with clients. Generate improved efficiencies across the process and greater value to the client.

Asset Owners

Technology for multi-asset teams to provide improved visibility and analytics across all pools of capital to ensure alignment of portfolios to objectives. Remove the dependencies and inefficiencies that come from using disconnected spreadsheets and enable effective stakeholder communication across SAA and DAA decisions.​

Wealth Managers & RIA's

Technology for the portfolio proposal and review process to better align existing and hypothetical portfolios with client objectives. With Jacobi’s Portfolio Builder application, configure the technology to support the management of internal product, organizational processes and client reporting requirements.

Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud based platform.

Our Clients Include