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.
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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.
