Technology for Multi-asset Portfolio Design, Analytics and Client Engagement
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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.
One Platform
Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale.
How Jacobi Helps
Build Better Portfolios with Dynamic Modeling and Analytics
- Design and analyze objectives-based portfolios within a fully integrated visual environment
- Provide deeper, more meaningful analysis on the impact of decision making across portfolios
- Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk
Improve Client and Stakeholder Engagement
- Dynamically engage with stakeholders, including clients
- Crisp visualization features that are white-labelled and customizable
- Share and permission across individuals and teams
- Empower portfolio solutions and sales teams
Customize and Scale Portfolio Solutions
- Integrate proprietary models, code, and internal/external data structures through Jacobi’s innovative open architecture
- Configure dashboards and workspaces which simply integrate into workflow applications
- Code on the platform, to rapidly industrialize and govern your unique tools and models
Next-Generation Infrastructure
- Private, cloud deployment – scalable, secure, continuously upgraded
- Integrated software development kit, quant server & database
- Benefit from your own API – truly open architecture and connectable
Who does Jacobi Help?
Asset Managers
Investment Consultants
Wealth Managers
Asset Owners
Our Clients Include
