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Jacobi

Jacobi streamlines multi-asset portfolio design, analysis, and engagement. Sync portfolio holdings and attributes from Addepar to Jacobi to run ex-post and ex-ante analytics, and run 'what-if' scenarios for hypothetical portfolios.

Last updated: 05-15-2024

Build stronger portfolios
  • Perform bespoke, forward-looking, and historical analysis for different scenarios and stress events while managing portfolio risk and return objectives.
Improve client and stakeholder engagement
  • Level-up engagement with crisp visualizations that are white-labeled and configurable.
Customize and scale portfolio solutions
  • Integrate dashboards and other workspaces into Jacobi to streamline your workday.
Leverage next-generation infrastructure
  • Private, cloud-based, continuously upgraded software keeps your business scalable and secure.
Easily connect and integrate
  • Jacobi’s open architecture allows you to easily integrate your software development kit, quant server, and database.