Scale your model portfolio management with Jacobi
Jacobi offers a unified platform to streamline portfolio design, management, and communication, driving revenue growth.
Design Model Portfolios
Create custom models by leveraging out-of-the box optimization tools or by integrating your own custom models. Manage strategic and tactical allocation processes in one platform
.
Scale model operations
Automate and industrialize your unique model portfolio operational processes. Leverage Jacobi's open architecture and API to connect with in-house or 3rd party systems. Ensure efficient collaboration and governance by embedding compliance processes
Engage dynamically
Leverage extensive interactive dashboards, reporting and application features to bring models to life with your clients and stakeholders.
Our Model Portfolio toolkit includes:
Multi-model apps
Use intuitive step-by-step applications to scale and govern your model portfolio creation and update processes. This can be configured or customized to your needs and connected to other systems.
Portfolio Builder & Proposal apps
Connect model portfolios into your downstream advice and client management approach using customizable apps. Users can align clients to a model, combining your data, preferred analytics and reports.
Portfolio Optimization
Leverage extensive optimization models to create new models, including mean variance, VaR/CVaR/ETL, Step, Black Litterman and risk parity. Or integrate your own models using Jacobi's SDK.
Ex-ante and ex-post analytics
Jacobi's configurable multi-asset risk model allows you to generate forward looking metrics across your portfolios using your inputs. This is complemented by extensive ex-post analytics and display capabilities.
Factsheet and client reporting
Industrialize your portfolio factsheet, client and internal reporting processes using the Jacobi Report Designer. These can be scheduled, integrated with your branding and designs, and your preferred mix of data, analytics and displays.
Extensive engagement features
Use your custom tools throughout the platform, such as in reports, dashboards and workspaces, combined in scalable cloud infrastructure with extensive security and user permissioning.
Our discussions
Why Growing Model Portfolio Customization Poses A Challenge To Scalability
Our Clients include
