Technology for Multi-asset Portfolio Design and Analytics


Your Intelligence. Your Story. One 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.

One Platform

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

Common Challenges We Solve


Your ability to demonstrate a unique value proposition or become a true solutions provider is inhibited when analytics aren't customized to reflect your investment philosophy and processes.


Disconnects between your internal/external tools and data sources make it difficult to manage portfolio risk and communicate investment strategies, consuming valuable company resources.


Engagement is challenging without a dynamic toolkit that can be instantly accessed from anywhere, limiting flexibility when responding to problems or proposing solutions.

Who does Jacobi Help?

Asset Managers

Investment Consultants

Wealth Managers

Asset Owners

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

Improve Client and Stakeholder Engagement

  • Build interactive visualizations reflecting the investment strategy and assumptions
  • Create customizable reporting for client and/or stakeholder engagement

Customize and Scale Portfolio Solutions

  • Rapidly iterate to produce tailored investment solutions
  • Efficiently scale storyboard templates and analysis across your organization
  • Empower client teams to become true solutions providers

Next-Generation Infrastructure

  • Bring greater efficiency to your investment process: integrate proprietary models, code, and internal/external data structures through Jacobi‚Äôs open architecture
  • Enhance the speed of technology development, reducing cost and improving scale

Our Clients Include