Capital Markets & Investment › Investment Management › Portfolio Management System (PMS)

Jacobi

Cloud-based platform for multi-asset portfolio design, analytics, and client engagement

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Overview

Jacobi provides a customizable, cloud-based platform for multi-asset portfolio construction and management. The platform features open architecture and API technology that enables investment firms to integrate proprietary investment models, code, and data structures. Solutions include model portfolio management, custom portfolio solutions, OCIO capabilities, and a unified Data Engine for investment data automation and analytics.

The platform supports portfolio optimization, look-through analysis, risk assessment, and scalable workflow integration. Jacobi serves asset managers, wealth managers, RIAs, investment consultants, OCIO firms, and asset owners by industrializing unique investment processes and enabling portfolio design at scale.

Key Features

+ Multi-asset portfolio design and optimization tools
+ Open architecture with API integration for proprietary models and data
+ Model portfolio management with analytics and reporting
+ Custom portfolio solution workflows with look-through analysis
+ Unified Data Engine for investment data automation
+ Client engagement and proposal generation capabilities

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