Wealth Management Firms/RIAs are looking to grow their businesses scalably but this requires the implementation of efficient and client friendly processes.
Firms are wanting to create an efficient client portfolio review and proposal process that is aligned with complex data structures and unique operational requirements. Further, firms are wanting to show the impact of proposed changes to a portfolio or model and determine the ability of that portfolio to achieve a clients’ objectives.
Digitize and industrialize the advice process with Jacobi
Jacobi’s technology for the portfolio proposal and review process better aligns existing and hypothetical portfolios with client objectives. With Jacobi’s Portfolio Builder application, configure the technology to support the management of internal product, organizational processes and client reporting requirements.
Jacobi Platform Technology
The Jacobi platform empowers you to
Reach client objectives
Implement unique data structures
Easily scale models
How Jacobi has helped other Wealth Managers & RIA's
To see how a top US wealth manager with billions of dollars in assets under management and an extensive network of financial advisors used Jacobi.
Learn more about some of Jacobi’s tools
Portfolio Builder Application
Jacobi's Portfolio Builder Application is designed to support the dynamic nature of the portfolio design process.
Perform portfolio optimizations using a wide range of objective functions and constraints based on allocation ranges and customized attributes
Model Builder Application
The Model Builder Application is a tool purpose built for those managing multiple model portfolio groups and the customization of those models at scale.