Jacobi
Jacobi Strategies provides a technology platform designed for multi-asset portfolio design, analytics, and client engagement. Their solution enables asset managers, wealth managers, asset owners, and investment consultants to build and customize portfolios at scale, manage model portfolios efficiently, and deliver dynamic client engagement. The platform integrates proprietary data, models, and visualizations, supporting unique investment processes and philosophies. Jacobi's cloud-based open architecture allows for efficient portfolio design and collaboration at scale, industrializing unique models and custom workflows for greater control and flexibility. They help firms improve visibility and analytics across capital pools, remove spreadsheet inefficiencies, and enhance stakeholder communication. Jacobi's technology is led by experienced investment professionals and engineers, with offices in San Francisco, London, and Brisbane.
Jacobi
Jacobi Strategies provides a technology platform designed for multi-asset portfolio design, analytics, and client engagement. Their solution enables asset managers, wealth managers, asset owners, and investment consultants to build and customize portfolios at scale, manage model portfolios efficiently, and deliver dynamic client engagement. The platform integrates proprietary data, models, and visualizations, supporting unique investment processes and philosophies. Jacobi's cloud-based open architecture allows for efficient portfolio design and collaboration at scale, industrializing unique models and custom workflows for greater control and flexibility. They help firms improve visibility and analytics across capital pools, remove spreadsheet inefficiencies, and enhance stakeholder communication. Jacobi's technology is led by experienced investment professionals and engineers, with offices in San Francisco, London, and Brisbane.