About Jacobi
Jacobi is a portfolio design and analytics software from Jacobi that supports multi-asset portfolio design, client engagement, and advanced analytics. It combines portfolio construction tools, performance analytics, and client reporting features so users can effectively manage diverse investment strategies. The platform facilitates real-time portfolio adjustments and allows for collaborative design processes among team members. Jacobi is designed to cater to the needs of financial institutions and investment managers seeking to improve their portfolio management capabilities. Key capabilities: portfolio construction tools performance analytics client reporting features real-time adjustments collaboration support Best for: financial professionals that need a comprehensive solution for multi-asset investment management.
Jacobi by Jacobi is a modern, cloud-based investment management platform designed to provide asset managers, institutional investors, and financial teams with powerful tools for building, analyzing, and communicating multi-asset investment strategies. Its primary purpose is to streamline and enhance the investment process through advanced analytics, customizable portfolio construction, and collaborative visualization tools. At its core, Jacobi empowers investment professionals to make more informed decisions by offering dynamic modeling capabilities, scenario analysis, risk decomposition, and performance attribution—all in a unified environment that supports collaborative workflows and seamless communication across teams. The user interface of Jacobi reflects its professional-grade capabilities while maintaining an intuitive and user-friendly design. Built with clarity and usability in mind, the platform employs a modular, drag-and-drop layout that allows users to tailor dashboards and analytical views according to their specific needs. Key metrics, data visualizations, and reporting tools are easily accessible through logically grouped menus and streamlined navigation. Despite offering complex modeling and analytics, Jacobi does not overwhelm users with clutter or excessive technical jargon.
Pros & Cons
- +Highly Customizable: Tailored to unique investment processes and data.
- +Cloud-Based Platform: Scalable, secure, and collaborative.
- +Multi-Asset Support: Enables diverse portfolio design and analytics.
- +Client Engagement Tools: Helps firms tell compelling investment stories with visualizations.
- +Supports Various Users: Designed for asset managers, consultants, asset owners, and wealth managers.
- +Institutional Expertise: Led by experienced professionals in finance and tech.
- −May Require Training: Complex features could demand onboarding time.
- −Enterprise-Focused: Possibly less suited for individual investors or small firms.
- −Dependent on Internet/Cloud: Access requires a stable internet connection.
- −No Pricing Info: Lack of transparent cost details upfront.
Features
Key features
- Multi-Asset Portfolio Design & Analytics
- Provides technology specifically for constructing and analyzing portfolios across various asset classes.
- Client Engagement Tools
- Facilitates enhanced interaction and communication with clients.
- Customizable Investment Processes & Philosophy Integration
- Allows firms to embed their unique investment methodologies and data into the platform.
- Proprietary Data & Model Integration
- Enables firms to integrate their own models and data for tailored analysis and storytelling.
- Cloud-Based Open Architecture
- Leverages a scalable, efficient, and secure cloud infrastructure for portfolio design and collaboration.
- Industrialization of Models & Workflows
- Helps investment consultants and OCIOs standardize their unique models and custom processes for greater control and efficiency.
- Improved Visibility & Analytics for Capital Pools
- Enables asset owners to gain better insights and analysis across different pools of capital.
- Digital Tool for Investment & Advisor Workflows
- Supports both the investment team and financial advisors in wealth management contexts.
Additional features
- Technology for Multi-Asset Portfolio Design
- Specific functionality for constructing portfolios with diverse asset types.
- Multi-Asset Portfolio Analytics
- Tools for in-depth analysis of multi-asset portfolios.
- Client Engagement
- Features designed to improve interaction and communication with clients.
- Incorporate Unique Investment Processes
- Allows firms to integrate their specific methodologies.
- Incorporate Unique Investment Philosophy
- Reflects the firm's core investment beliefs within the platform.
- Incorporate Unique Data
- Enables the use of a firm's proprietary datasets.
- Integrate Proprietary Data
- Seamlessly pulls in firm-specific data.
- Integrate Proprietary Models
- Allows for the use of a firm's custom financial models.
- Intuitive Visualizations
- Provides easy-to-understand graphical representations of data.
- Meaningful Storytelling
- Helps convey complex financial information in an engaging narrative.
- Cloud-Based Platform
- Hosted on a cloud infrastructure for accessibility and scalability.
- Open Architecture
- Designed to be flexible and extensible, allowing for integration and customization.
- Scale for Portfolio Design
- Supports building a large number of portfolios efficiently.
- Collaboration at Scale
- Enables large teams to work together on portfolio design and management.
- Efficiency (Platform)
- Designed to optimize workflows and reduce manual effort.
- Security (Platform)
- Ensures the protection of sensitive financial data.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Jacobi
Jacobi is a portfolio design and analytics software from Jacobi that supports multi-asset portfolio design, client engagement, and advanced analytics. It combines portfolio construction tools, performance analytics, and client reporting features so users can effectively manage diverse investment strategies. The platform facilitates real-time portfolio adjustments and allows for collaborative design processes among team members. Jacobi is designed to cater to the needs of financial institutions and investment managers seeking to improve their portfolio management capabilities. Key capabilities: portfolio construction tools performance analytics client reporting features real-time adjustments collaboration support Best for: financial professionals that need a comprehensive solution for multi-asset investment management.
Jacobi Details
Jacobi's In-App Market Place
Does Jacobi have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), HKD (HK$), INR (₹), MXN (Mex$), RUB (₽)
Pros & Cons
- Highly Customizable: Tailored to unique investment processes and data.
- Cloud-Based Platform: Scalable, secure, and collaborative.
- Multi-Asset Support: Enables diverse portfolio design and analytics.
- Client Engagement Tools: Helps firms tell compelling investment stories with visualizations.
- Supports Various Users: Designed for asset managers, consultants, asset owners, and wealth managers.
- Institutional Expertise: Led by experienced professionals in finance and tech.
- May Require Training: Complex features could demand onboarding time.
- Enterprise-Focused: Possibly less suited for individual investors or small firms.
- Dependent on Internet/Cloud: Access requires a stable internet connection.
- No Pricing Info: Lack of transparent cost details upfront.
Jacobi's Support Options
Email Address
info@jacobistrategies.comJacobi's Alternatives
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