Jacobi
Jacobi revolutionizes investment management by integrating unique processes and proprietary data into a cloud-based platform. Asset managers can efficiently design and customize portfolios, while investment consultants industrialize their workflows. With intuitive visualizations and robust risk management features, stakeholders engage dynamically, ensuring alignment with objectives and enhancing client relationships.
Top Jacobi Alternatives
i3DIY
Investors can simplify portfolio management with i3DIY, which allows the syncing of multiple investment accounts to specific asset allocation plans.
LienApp
LienApp transforms tax lien portfolio management for private investors through its advanced cloud-based software.
FoxTrot Software
Investment management is streamlined with FoxTrot Software, which automates data feed imports and alleviates the burden of transaction reviews for Chief Compliance Officers through an advanced compliance rules engine.
MIMICS Portfolio Management
MIMICS Portfolio Management software modules provide tailored solutions for diverse portfolio management needs.
Investipal
Investipal revolutionizes wealth management by automating risk assessments, proposal generation, and compliance workflows.
Navable
Navable offers a powerful suite of GP solutions that revolutionizes fund management by automating carry calculations, managing vesting schedules, and simplifying co-investment processes.
Fusion Advisor
By minimizing data entry, advisors can focus on delivering proactive guidance...
CEPRES
This platform enhances decision-making processes for private equity, venture capital, and more, empowering investors with...
Fund-Studio
With options for cloud-based, outsourced, or hybrid services, it facilitates real-time order capture, risk management...
TradingFront
A dedicated support team is available 24/7, providing personalized platform operation guidance and assistance throughout...
FundFormer
It seamlessly coordinates communication among deal parties and offers professional assistance throughout the fund lifecycle...
BuildESG
It highlights essential factors such as talent growth, operational effectiveness, and responsible practices, enabling investors...
MarketBrowser
This software enables seamless research, analysis, and monitoring of stocks, mutual funds, and precious metals...
Global Predictions
By utilizing a sophisticated Recommendation Engine, the platform analyzes diverse data streams, aiding investors in...
Flow
It streamlines the investment lifecycle by offering integrated solutions for secure document sharing, digital onboarding...
Top Jacobi Features
- Customizable portfolio design tools
- Proprietary data integration
- Intuitive visualization capabilities
- Cloud-based open architecture
- Scalable investment processes
- Dynamic client engagement features
- Advanced risk management tools
- Bespoke performance analysis
- Collaborative workflow management
- White-labeled visualization options
- Multi-asset analytics capabilities
- Streamlined portfolio review processes
- Enhanced stakeholder communication tools
- Historical data analysis functionality
- Tailored investment philosophy incorporation
- Efficient model portfolio management
- Comprehensive capital alignment visibility
- User-friendly dashboard interface
- Modular platform for consultants
- Automated reporting and insights.
