Jacobi

Jacobi

信息技术和服务

San Francisco，California 2,306 位关注者

Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement.

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关于我们

Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement. Jacobi helps investment firms: Build portfolios with dynamic modeling and analytics The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front office to end client workflows Jacobi provides an efficient workflow process to generate portfolios aligned to objectives. With Jacobi investment firms can scale, bespoke forward-looking and historical analysis and manage portfolios risk. Integration of data, configuration, output and expansion workflows Jacobi’s next-gen private cloud infrastructure promotes open architecture and API connectivity. Integrate proprietary investment models, code and data structures that support your distinctive portfolio construction and analytics. Improve client and stakeholder engagement The Jacobi report designer provides an intuitive user interface that allows a user to construct a report with the click of a button. Data and analytics are dynamically integrated allowing for fast effective interaction and report generation. 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 managers, wealth managers, asset owners and investment consultants.

网站
https://www.jacobistrategies.com
所属行业
信息技术和服务
规模
51-200 人
总部
San Francisco，California
类型
私人持股
创立
2014
领域
Technology、Investment Technology、ALM、Ex-ante analytics、Ex-post analytics、Performance Attribution、Financial Services、Investment Analytics、Portfolio Design、Client Engagement、Multi-Asset、Model Portfolio Management、Risk Management、Client Reporting、Portfolio Optimization和Open architecture

产品

点击此处查看Jacobi's multi-asset investment technology Jacobi's multi-asset investment technology
点击此处查看Jacobi's multi-asset investment technology

点击此处查看Jacobi's multi-asset investment technology Jacobi's multi-asset investment technology

投资组合管理软件

Jacobi streamlines multi-asset investment processes with a unique, customizable platform for portfolio design, analysis and engagement. White-labelled, cloud-based and highly flexible – users can tailor the platform by integrating their own code, models, data, analytics and applications. Jacobi is top-down and outcome-driven, is highly customizable and extensible, and, uniquely, empowers dynamic engagement with clients. Jacobi is a pioneer of “front-to-client” integration technology that many investment groups are only now starting to consider. Jacobi sits above and across traditional bottom-up portfolio management applications. The platform acts as a connection point for other systems and allows firms to integrate their unique data structures, forward projections and models. Firms can code onto the platform to rapidly industrialize and govern their unique tools and models. This allows firms to better scale their complex investment processes and engage with clients

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融资

Jacobi 共 6 轮

上一轮

A 轮

US$10,000,000.00

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