Jacobi

IT Services and IT ConsultingCalifornia, United States51-200 Employees

Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.

Jacobi helps investment firms:

Build portfolios with dynamic modeling and analytics
The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front office to end client workflows Jacobi provides an efficient workflow process to generate portfolios aligned to objectives. With Jacobi investment firms can scale, bespoke forward-looking and historical analysis and manage portfolios risk.

Integration of data, configuration, output and expansion workflows
Jacobi’s next-gen private cloud infrastructure promotes open architecture and API connectivity. Integrate proprietary investment models, code and data structures that support your distinctive portfolio construction and analytics.

Improve client and stakeholder engagement
The Jacobi report designer provides an intuitive user interface that allows a user to construct a report with the click of a button. Data and analytics are dynamically integrated allowing for fast effective interaction and report generation.

Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across the globe, including asset managers, wealth managers, asset owners and investment consultants.

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