Audience

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

About Jacobi

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.

Integrations

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Company Information

Jacobi
United States
www.jacobistrategies.com/site/

Videos and Screen Captures

Jacobi Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Videos
Support
Online

Jacobi Frequently Asked Questions

Q: What kinds of users and organization types does Jacobi work with?
Q: What languages does Jacobi support in their product?
Q: What other applications or services does Jacobi integrate with?
Q: What type of training does Jacobi provide?

Jacobi Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting