Our discussions
Why many investment technologies aren't what they seem when it comes to flexibility
Jacobi's co founder, Tony Mackenzie discusses the limitations of investment systems in terms of flexibility, and importance of having access to an SDK to build new functionality and applications into an existing platform. He highlights the benefits of SDKs, including quicker development, lower costs, and better quality results.
App functions
Using the SDK, firms can develop:
Graph Scripts
Create custom models and visualizations that can be shared with colleagues and clients, and used in dashboards, applications and reports throughout your platform.
Data Processes
Connect, calculate, transform and automate data to support different use cases. The Jacobi API enables in-app tasks to be performed programmatically and used to connect with 3rd-party and in-house systems.
Applications
Build highly custom workflow tools using Dash or React frameworks while leveraging the entire Jacobi infrastructure and componentry.
No longer a ‘build vs buy’ decision
Benefits of the Jacobi SDK
Capture the benefits of both internally and externally built approaches. Jacobi’s highly scalable infrastructure is designed solely for investment organizations and by integrating your unique tools and models, preserve and enhance your competitive edge.
Prioritize tools you develop in-house
Free up time to focus on highly custom, value-add tools by utilizing Jacobi’s out-of-the-box functionality for standard investment analytics, displays and workflows.
A stronger data foundation
Improve data consistency and benefit from a scalable data model that combines investment-oriented objects with highly flexible ‘Jacobi Tables’ for unique data sets.
Extensive user controls
Leverage a wide range of Jacobi user controls and interfaces to simplify, standardize and accelerate the coding process and improve the experience for end users.
Use your preferred libraries
Use your preferred Python libraries for mathematical and modelling calculations, Plotly data visualizations and displays, as well as Dash and React application templates.
Govern and control tool deployment
Deploy tools via a command line interface, integrated into your existing continuous integration/development processes. Utilize separate testing/staging and production environments.
Reap the full Jacobi benefit
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.
Use Cases
Example of Use Cases
Jacobi investment engineers help to train SDK users in your organization, supplemented by extensive training resources and technical documentation. SDK users are typically quantitative analysts or software engineers familiar with coding using Python (or other languages). For clients with limited coding and quantitative resources, Jacobi engineers are also on hand to perform custom services.
