Overview

About Jacobi

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.

At a glance

Software information

Industries served, licensing and the support Jacobi provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Languages (1)

English

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Capabilities

Jacobi features

The full feature set, grouped by module.

Stock Portfolio Management Software

Client Management
Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Stock Alerts
Technical Analysis

Investment Management Software

Asset Management
Client Portal
Investment Tracking
Modeling & Simulation
Portfolio Management
Reporting

Plans

Jacobi pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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