Jacobi’s cloud-based technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.
The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front-office to end-client workflows, Jacobi allows firms to efficiently manage portfolios against objectives.
Jacobi’s next-gen infrastructure promotes open architecture and API connectivity. Firms can integrate proprietary investment models, code and data structures so to best represent their distinctive portfolio construction and analytics process.
Jacobi is built for engagement, allowing firms to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Crisp visualisation features are combined with a powerful quantitative engine that allows for complex modelling to happen dynamically.
Jacobi provides its technology to top-tier investors across the globe, including wealth managers & RIAs, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in London and Brisbane.