Who We Help

Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across the globe, including asset managers, wealth managers, asset owners and investment consultants.

Asset Managers

Asset managers are increasingly focused on the overall value they provide to their clients. As products are becoming more commoditized investment firms are seeking to deliver value-driven distribution of their investment IP and research and greater customization of model portfolios.

Wealth Managers & RIA's

Wealth Management Firms/RIAs are looking to grow their businesses scalably but this requires the implementation of efficient and client friendly processes.

Asset Owners

Clients and stakeholders increasingly want greater visibility over a firm’s investment strategy but generating a top-down view of both historical and expected risk and return across many pools of capital can be challenging.

Investment Consultants & OCIO's

Investment Consultants need to showcase their investment capabilities by delivering bespoke investment strategies and analytics for clients. Consultants often rely on a number of disconnected spreadsheets and tools to provide asset allocation advice. As their business grows, spreadsheet complexity and governance risks increase which puts a strain on resources and impacts efficiencies.