Designing and constructing multi-asset portfolio solutions can be a time consuming task. Jacobi’s Portfolio Builder Application is designed to support the dynamic nature of the portfolio design 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.
Video
Overview of Portfolio Builder App
This video walks through the key benefits of the Jacobi Portfolio Builder Application and how it helps investment firms better build and manage multi-asset portfolio solutions.
Video
Jacobi Portfolio Builder in action
This video showcases the Portfolio Builder Application in practice.
The Jacobi Portfolio Builder App supports:
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.
