Industrialize your model portfolio processes with Jacobi

Jacobi helps you streamline your model portfolio design, management and communication processes in a single platform - saving you time and improving governance.

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Jacobi allows you to:

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 portfolio 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.

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.