Reduce complexity and optimize your portfolio review and proposal process with Jacobi
Designing and constructing multi-asset portfolios can be a time consuming task. Jacobi’s Portfolio Builder Application is designed to help Wealth Managers and Advisors streamline and enhance the client portfolio proposal and review process. The highly configurable Jacobi Portfolio Builder lets you:
Create and update portfolios
Build a new portfolio from scratch or make changes to an existing portfolio and dynamically visualize the impact of those changes through powerful analytics.
Utilize bespoke analytics
Use analytics to answer questions as they relate to portfolio outcomes and simulate portfolio risks to ensure they align to your client's objectives.
Stress and scenario test
Stress and scenario test portfolios and run historical analysis to assess past performance.
Integrate unique model portfolios
Integrate your unique model portfolios, data, analytics and tools controlled by your central investment team.
Create custom report packages
Create custom report packages to engage with stakeholders and clients and ensure efficient communication of decisions and effective alignment with company processes.
Case Study
How Jacobi has helped other Wealth Managers and Advisor Firms
To see how a top US wealth manager with billions of dollars in assets under management and an extensive network of financial advisors used Jacobi see the case study.
The Jacobi Portfolio Builder App supports:
Client objectives
Generate on-demand personalized client proposals
Centralization of data
CMAs, fund/product universe, asset class schema, client portfolios, market data, model portfolios, benchmarks
Data automation
Integration with 3rd party data providers (MorningStar, Rimes, Addepar) & systems (internal data warehouse)
Governance
Defined roles & permissions based on user types; financial advisor, investment team, super admin, etc.
Reporting
Pre-set report templates and analytics are easily configurable
Live iterations
Quickly modify proposals to fine-tune recommendations
