Aggregate your investment intelligence to analyze asset allocation and portfolio risk and return, then instantly amplify your story on one cloud based platform.
Aggregate your investment intelligence or your trusted partners, including capital market assumptions, risk factors and asset classes.
Design multi-asset portfolios, analyze your allocation and associated risk and return, then instantly amplify your strategy for superior client engagement.
The cloud based, secure platform enables investment collaboration, design at scale, simple integration into existing systems and strong governance.
The place to aggregate portfolios, cash flows and build out your relevant Storyboards.
A suite of customizable visualization tools to help amplify your investment strategy.
Who does Jacobi Help?
How does Jacobi Help?
For Client Engagement
Build out dynamic Storyboards to help design and showcase portfolios with respect to client objectives. Use the platform interactively with your clients, or export to powerpoint, PDF or an image to help drive a deeper understanding of your investment strategy.
Scalable Portfolio Design
Create storyboard templates that can be used across multiple portfolios. Apply and customize with the click of a button to simplify the portfolio design process.
Modeling + Scenario Testing
Apply your own investment philosophies to drive the construction, testing and monitoring of your portfolios. Instead of relying on historical data fitting, the platform enables forward looking and risk factor analysis to help better understand asset class returns and interactions.