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Jacobi
Jacobi
jacobistrategies.com

Locations

San Francisco, CA, USA

Size

51-200 employees

founded in

2014

Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement. Jacobi helps investment firms: Build portfolios with dynamic modeling and analytics. The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front office to end client workflows, Jacobi provides an efficient workflow process to generate portfolios aligned to objectives. With Jacobi, investment firms can scale bespoke forward-looking and historical analysis and manage portfolio risk. Integration of data, configuration, output, and expansion workflows. Jacobi’s next-gen private cloud infrastructure promotes open architecture and API connectivity. Integrate proprietary investment models, code, and data structures that support your distinctive portfolio construction and analytics. Improve client and stakeholder engagement. The Jacobi report designer provides an intuit

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