Jacobi

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.

Common use cases include:

Model Portfolio Management - Jacobi helps investment teams design, manage, and scale many model portfolios effortlessly—leveraging powerful tools for optimization, analytics, and reporting

Multi-Asset Portfolio Solutions - Streamline the creation and management of multi-asset portfolio solutions with powerful tools for look-through analysis, risk assessment, and scalable workflow integration.

OCIO Solutions - Jacobi’s integrated platform transforms OCIO services by enhancing portfolio management, deepening risk insights, and providing clear, customizable reporting—helping deliver tailored, scalable investment solutions.

Jacobi Data Engine - Jacobi’s powerful Data Engine unifies and automates investment data, enabling scalable integration and AI-Ready Analytics