Jacobi provides a customizable platform for investment managers to design and manage multi-asset portfolios using proprietary data and analytics. The technology enhances efficiency and collaboration by integrating unique investment processes and visualizations, eliminating the inefficiencies of disconnected spreadsheets.
Funding
$24.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
LNPAWTFounders
Product
Problem
Investment managers often struggle with inefficient workflows due to reliance on disconnected spreadsheets and legacy systems, hindering collaboration and the effective integration of proprietary data and analytics. This can lead to difficulties in scaling investment processes and delivering dynamic client engagement.
Solution
Jacobi provides a customizable, cloud-based platform designed to streamline multi-asset portfolio design, analytics, and client engagement. The technology allows investment managers to incorporate their unique investment processes, philosophy, and data, fostering collaboration and eliminating the inefficiencies associated with traditional methods. By integrating proprietary data, models, and intuitive visualizations, Jacobi enables firms to scale their investment processes, manage model portfolios efficiently, and deliver compelling narratives to clients. The platform's open architecture ensures scalability and security, empowering firms to differentiate themselves through technology.
Target Audience
Jacobi primarily serves asset managers, investment consultants, OCIOs, asset owners, pension funds, wealth managers, and RIAs seeking to enhance their portfolio design, analytics, and client engagement capabilities.
Features
- Customizable platform to incorporate unique investment processes and data
- Integration of proprietary data, models, and intuitive visualizations
- Cloud-based open architecture for scalability, efficiency, and security
- Portfolio design and management tools for multi-asset strategies
- Dynamic client engagement capabilities
- Modular platform to industrialize unique models and custom workflows
- Tools for improved visibility and analytics across pools of capital
- Support for both investment team and advisor workflows