Jacobi Reviews

Jacobi Description

Technology that incorporates your investment philosophy, data, and investment processes is a good choice. Integrate your data, models, intuitive visualizations, and proprietary data to tell a compelling story. Cloud-based open architecture allows portfolio design and collaboration at scale. It offers efficiency, security, and scale. Jacobi can help you to increase your investment strategy using a single, forward-thinking, scalable cloud-based platform. A fully integrated visual environment allows you to design and analyze objectives-based portfolios. Provide deeper and more meaningful analysis of the effects of portfolio decisions. Manage portfolio risk and perform bespoke, forward-looking and historical analysis. Engage dynamically with clients and other stakeholders. White-labeled, customizable visualization features. Permission and sharing across individuals and teams. Empower portfolio solutions and sales team.