Jacobi 2026: Benefits, Features & Pricing

Jacobi is a cloud-based technology that streamlines multi-asset investment processes with a uniquely customizable platform for portfolio design, analysis and engagement. Firms can code on the platform through Software Development Kit to ensure that any innovation across processes are captured.

Built to support the investment process for top-down multi-asset portfolio design and management, the platform acts as a digital connection point for other systems and allows firms to integrate their unique data structures, forward projections and models. Unlike other investment software Jacobi is built for client engagement. Using Jacobi, discussions can be dynamic and centered on achieving forward-looking expectations and objectives, not just past performance.

Clients are demanding more in terms of solutions and transparency. Most technologies within the investment management industry aren’t able to accommodate the entire value chain of the portfolio management process from product creation and management (ie. model portfolios).

The following aspects make Jacobi innovative:

• Top-down and objective-based: Jacobi integrates forward projections to design, manage and monitor portfolios...