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
Customization
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.
Scale
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
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’s open architecture
- Enhance the speed of technology development, reducing cost and improving scale
Our Clients Include
