Jacobi
Jacobi streamlines your investment processes.
Jacobi is Technology for Multi-asset Portfolio Design, Analytics and Client Engagement. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud based platform. Create deeper analysis on the impact of decision making. Take your portfolios from current to target by analyzing your allocations and the associated risk and returns.
2014
United States
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
Support
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Email
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Media
Jacobi Core Features
Focus of Stock Portfolio Management Feature
- Client Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
Jacobi Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Jacobi Reviews
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