Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Utilize innovative technology that reflects your distinct investment methodologies, principles, and data resources. Seamlessly blend your exclusive data, analytical models, and insightful visual representations to craft a compelling narrative. Capitalize on the extensive reach, efficiency, and robust security offered by cloud-based open architecture, facilitating large-scale portfolio creation and teamwork. Jacobi is poised to enhance your investment strategy through a modern, scalable cloud platform. Create and assess portfolios with specific objectives within a fully cohesive visual framework. Enhance the depth and significance of your analysis regarding the ramifications of your decisions across various portfolios. Conduct and expand tailored, forward-thinking, and retrospective analyses while effectively managing portfolio risks. Engage dynamically with stakeholders, including clients, to ensure active participation. The platform features sharp, customizable visualizations that can be white-labeled for branding purposes. Effortlessly share access and permissions among individuals and teams to foster collaboration. This approach empowers both portfolio solutions and sales teams, ultimately driving better investment outcomes.
Description
Gain a comprehensive understanding of the portfolio, including its values, trends, and any defined limits or alerts. Investigate any downward deviations within the portfolio to identify their underlying causes. From a high-level overview, delve into the specifics of individual holdings. Engage in a visual and interactive examination of the portfolio both in current terms and throughout its historical context. Analyze aspects such as allocation, exposure, risk factors, and performance attribution. Gather and monitor data concerning all assets and liabilities, regardless of their nature, including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, art, derivatives, and more. Create one or multiple portfolios with preferred structures and aggregates to suit your needs. Synthesize and consolidate assets and liabilities from various sources, including different accounts and custodians. Integrate investment policies and regulations into the analytical tool for enhanced guidance. Establish allocation and exposure thresholds, as well as define the benchmarks and objectives applicable at various tiers within the portfolio. This comprehensive approach ensures meticulous tracking and management of the investment landscape.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
Integrations
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Jacobi
Country
United States
Website
www.jacobistrategies.com/site/
Vendor Details
Company Name
Digital Portfolio Control
Founded
2015
Country
Sweden
Website
www.digitalportfoliocontrol.se/dpcmonitor/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management