Jacobi is a cloud-based technology that streamlines multi-asset investment processes for portfolio design, analysis and client engagement. White-labelled, customisable and highly flexible, Jacobi provides a configurable suite of tools for modelling, visualising and engaging on multi-asset portfolios by allowing users to integrate their own code, models, data, analytics and applications. Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across the globe, including asset owners, asset managers, wealth managers and investment consultants. Clients include some of the world’s largest asset and wealth managers e.g. Franklin Templeton, T.Rowe Price, MFS, and Legal & General.
