Technology for multi-asset portfolio design, analytics and client engagement
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 IP, code and data structures that support their unique portfolio construction and engagement processes.
The Investment Management Harness extends the Jacobi platform across four integrated layers: Core multi-asset workflow platform, AI production infrastructure, AI Assisted Workbench, and Forward Deployed Engineering.
The Jacobi Investment Management Harness
Jacobi’s complete, governed system for institutional multi-asset investors – from the core multi-asset platform to AI production infrastructure, AI Workbench, and Forward Deployed Engineering.
Foundation Multi-Asset Platform
The core investment platform for multi-asset investors. Portfolio construction, risk analytics, workflow applications, reporting, and embedded AI Agents – all built on a single client-specific data model and structured around your investment processes.
AI Production Infrastructure
The governed enterprise infrastructure including private deployments, environment management, API governance, and full audit trails converts proprietary investment workflows from prototype to production – purpose-built for regulated investment management.
AI Workbench
The Jacobi AI Workbench gives investment professionals a governed development environment connected directly to live portfolio data, client’s entity data model, and the Production Infrastructure enabling a seamless path from prototype to production.
Forward Deployed Engineering
Jacobi’s Forward Deployed Engineers are a dedicated team of technical investment experts who embed within your team, build on the AI Workbench, deploy to Production Infrastructure, and hand back a production-ready system your team owns and operates independently.
Our Product
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.
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
