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


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.

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

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