Jacobi

Sold by : Jacobi, Inc.

What is Jacobi?

Jacobi - an advanced intelligence platform designed to empower investment managers with customized and scalable multi-asset portfolio design. With its comprehensive risk and portfolio-building tools, Jacobi facilitates seamless collaboration and communication through intuitive storyboards. Its multi-asset approach promotes the exchange of manager expertise, leading to enhanced investment strategies and stronger relationships between managers and clients.

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Company Details

Company Name : Jacobi, Inc.
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Key Features of Jacobi

  • 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

Specifications

Run On Mobile Browser : Yes
Available Support : Email,Phone,Live Support,Tickets
Languages Available : English
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Jacobi FAQ's

The top 5 features of Jacobi include:

  • Portfolio Management
  • Risk Analysis
  • Performance Tracking
  • Compliance Monitoring
  • Client Reporting

Jacobi supports a variety of platforms including: Email, Phone, Live Support, Tickets.

Jacobi serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Jacobi are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Jacobi is available exclusively in English, providing a streamlined experience for English-speaking users.

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