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About

The fastest way to add Analytics to your application Easy To Integrate Easy To White-label Affordable Connect and Model Extract data from a variety of industry-leading data sources and create configurable models that relate to your business semantics. Query And Visualize Bring together multiple models to create powerful analytics, and visualize data & insights into a variety of discerning forms including powerful dashboards. Deploy and Scale Operate in any infrastructure model - on-premise, cloud, or hybrid, ensure enterprise-grade security, and scale without impacting performance. Software Makers Turn your application data into insightful analytics and new revenue streams Business Users Create operational reports and data visualizations without any IT support Data Explorers Develop configurable data models and create mash-able analytics visualizations

About

Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. 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. Design and analyze objectives-based portfolios within a fully integrated visual environment. Provide deeper, more meaningful analysis of the impact of decision-making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labeled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a business intelligence tool to add analytics to their application

Audience

Wealth advisors and professionals seeking a solution to manage multi-asset portfolio design, analytics and client engagement

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$599 / mo
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

InAppBI
United States
www.inappbi.com/index.html

Company Information

Jacobi
United States
www.jacobistrategies.com/site/

Alternatives

Alternatives

iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics
Costars

Costars

corfinancial

Categories

Categories

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Not Supported
Natural Language Generation (NLG) Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Not Supported
Visual Analytics Supported

Integrations

Amazon Web Services (AWS) Not Supported
Google Cloud Platform Not Supported
Microsoft Azure Not Supported

Integrations

Amazon Web Services (AWS) Supported
Google Cloud Platform Supported
Microsoft Azure Supported
Claim InAppBI and update features and information
Claim InAppBI and update features and information
Claim Jacobi and update features and information
Claim Jacobi and update features and information