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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$75 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Jacobi
United States
www.jacobistrategies.com/site/

Company Information

Provisian
provisian.com

Alternatives

iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics

Alternatives

NetX360

NetX360

Pershing
MoneyGuidePro

MoneyGuidePro

MoneyGuide

Categories

Categories

Integrations

Ally Invest
Amazon Web Services (AWS)
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Google Cloud Platform
Microsoft Azure
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations

Ally Invest
Amazon Web Services (AWS)
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Google Cloud Platform
Microsoft Azure
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime
Claim Jacobi and update features and information
Claim Jacobi and update features and information
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