Jacobi
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What is Jacobi?
Jacobi is a cutting-edge intelligence platform that allows investment managers to customize and scale multi-asset portfolio design. Its risk and portfolio-construction tools allow practitioners to collaborate and communicate using simple storyboards. The platform, designed with a multi-asset focus, facilitates the transfer of manager insights, resulting in better investment ideas and deeper levels of engagement between an investment manager and client.
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Key Features of Jacobi
Here are the powerful features that make Jacobi stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Portfolio Management
- Risk Analysis
- Performance Tracking
- Compliance Monitoring
- Client Reporting
- Data Integration
- Scenario Analysis
- Asset Allocation
- Investment Research
- Trade Order Management
- Benchmarking
- Fee Management
- Document Management
- Customizable Dashboards
- Real Time Analytics
- Multi Currency Support
- Mobile Access
- User Access Controls
- Audit Trails
- Api Integration
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Jacobi Specifications
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Jacobi FAQs
What type of customer support is available from Jacobi?
The available support which Jacobi provides is:
- Phone
- Live support
- Tickets
Where is the headquarters/company of Jacobi located?
The headquarters/company of Jacobi is located at California City.
What types of businesses does Jacobi serve?
Jacobi serves a wide range of businesses, including but not limited to Startups, SMBs, Mid-Market & Enterprises.
Who are the primary competitors of Jacobi?
The three major competitors of Jacobi are Linedata LongView, finbox.io and ETNA Trader. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
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