Technology for multi-asset portfolio design, analytics and client engagement
Your Intelligence
Use technology that incorporates your unique investment processes, philosophy, and data.
Your Story
Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story.
Your Platform
Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale.
Jacobi scales multi-asset investment processes with a unique, customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi’s next-generation open architecture and API technology enables investment firms to integrate their proprietary investment models, code and data structures that support their unique portfolio construction and engagement processes.
Jacobi solutions
Jacobi provides comprehensive, end-to-end solutions designed to support a diverse range of client needs and workflows
Model Portfolio Management Solution
Jacobi helps investment teams design, manage, and scale many model portfolios effortlessly—leveraging powerful tools for optimization, analytics, and reporting
Custom Portfolio Solution
Streamline the creation and management of custom portfolio solutions with powerful tools for look-through analysis, risk assessment, and scalable workflow integration.
OCIO Solution
Jacobi’s integrated platform transforms OCIO services by automating portfolio management, deepening risk insights, and providing clear, customizable reporting—helping deliver tailored, scalable investment solutions.
Jacobi Data Engine
Jacobi’s powerful Data Engine unifies and automates investment data, enabling secure, scalable integration and AI-ready analytics across the portfolio lifecycle.
With Jacobi you can differentiate your firm through technology
Who We Help
Asset Managers
Asset Managers use Jacobi to build and customize portfolios at scale, efficiently design and manage model portfolios and deliver dynamic client engagement.
Investment Consultants & OCIO's
Investment Consultants use Jacobi’s customizable and modular platform to industrialize their unique models and custom workflows, providing greater control and flexibility and increased value to their end client.
Asset Owners
Jacobi enables multi-asset teams to provide improved visibility and analytics across pools capital to ensure alignment of portfolios to objectives. Remove the inefficiencies of disconnected spreadsheets and enable effective stakeholder communication.
Wealth Managers & RIA's
Jacobi delivers Wealth Managers a market leading digital tool that supports both the investment team and advisor workflows. Industrialize and govern the portfolio review, proposal and research process and easily incorporate unique and complex data structures.
Jacobi helps us with historical analysis, looking back at how different assets have performed and also a forward looking basis, with dozens and dozens of different graph scripts for all sorts of different market dynamics... helping our asset allocators make good decisions
Jacobi is trusted by some of the world’s leading investment firms
Contact Us
See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.
Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.
Offices
San Francisco
44 Montgomery St
San Francisco 94104
United States
London
20 Little Britain
London EC1A 7DH
England
Brisbane
111 Eagle St
Brisbane City 4000
Australia