Jacobi

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 dem...