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Jacobi

Jacobi streamlines your investment processes.

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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.
JACOBI INC
2014
United States
  • Investment-management
1 Industry
  • English
1 Language
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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Jacobi Core Features

Stock Portfolio Management

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

Investment Management

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

Jacobi Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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