Multi-Asset Portfolio Design & Analytics | Client Engagement Solutions | Jacobi

Asset Manager

Asset Managers use Jacobi to build and customize portfolios at scale, efficiently design and manage model portfolios and deliver dynamic client engagement.

Investment Consultants & OCIO's

Investment Consultants use Jacobi’s customizable and modular platform to industrialize their unique models and custom workflows, providing greater control and flexibility and increased value to their end client.

Asset Owners

Jacobi enables multi-asset teams to provide improved visibility and analytics across pools capital to ensure alignment of portfolios to objectives. Remove the inefficiencies of disconnected spreadsheets and enable effective stakeholder communication.

Wealth Managers & RIAs

Jacobi delivers Wealth Managers a market leading digital tool that supports both the investment team and advisor workflows. Industrialize and govern the portfolio review, proposal and research process and easily incorporate unique and complex data structures.

Jacobi for Wealth Managers

Digitize and industrialize the advice process with Jacobi

Wealth Management Firms/RIAs are wanting to create efficient and client friendly processes but are often limited by complex data structures and unique operational requirements. These make it difficult to show clients proposed changes to portfolios or the ability of portfolios to meet objectives.

Jacobi’s technology for the portfolio proposal and review process better aligns existing and hypothetical portfolios with client objectives. With Jacobi’s Portfolio Builder application, users can easily configure the technology to support the management of internal product, organizational processes and client reporting requirements.

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