---
description: Review of Jacobi Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Jacobi | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Jacobi](/software/412506/jacobi)

# Jacobi

Canonical: https://www.softwareadvice.ie/software/412506/jacobi

> Jacobi is a cloud-based technology that streamlines multi-asset investment processes with a uniquely customizable platform for portfolio design, analysis and engagement. Firms can code on the platform through Software Development Kit to ensure that any innovation across processes are captured.

Built to support the investment process for top-down multi-asset portfolio design and management, the platform acts as a digital connection point for other systems and allows firms to integrate their unique data structures, forward projections and models. Unlike other investment software Jacobi is built for client engagement. Using Jacobi, discussions can be dynamic and centered on achieving forward-looking expectations and objectives, not just past performance. 

Clients are demanding more in terms of solutions and transparency. Most technologies within the investment management industry aren’t able to accommodate the entire value chain of the portfolio management process from product creation and management (ie. model portfolios). 

The following aspects make Jacobi innovative:

- Top-down and objective-based:  Jacobi integrates forward projections to design, manage and monitor portfolios for different client objectives. Connecting with bottom-up systems to create a complete portfolio view. 

- Flexible and extendable: The open architecture allows investment firms to integrate their own custom code, models, processes and internal data structures bringing market-leading flexibility and enabling portfolio design and collaboration at scale.

- Built for stakeholder engagement:  Most investment technologies have limited functions to support engagement with stakeholders. In contrast, Jacobi has been designed as a front-office solution with stakeholder engagement in mind. The platform is white-labelled, includes extensive data visualization features, a unique dashboard environment (i.e. Jacobi Storyboards) and allows for sophisticated sharing and permissions. This helps investment groups to better showcase their investment expertise, strengthen relationships and achieve a shared understanding with their clients, which is particularly important in a post COVID environment, where clients expectations have changed.

- Technology to future proof investment groups:  Jacobi’s innovative cloud-based front-office technology provides a springboard for a firm's growth.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Jacobi

## Commercial Context

- **Pricing model**: Per Feature
- **Pricing Details**: Contact Vendor for Pricing
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more

## Features

- API
- Access Controls/Permissions
- Ad hoc Analysis
- Ad hoc Reporting
- Benchmarking
- Bonds/Stocks
- Cloud Computing
- Custom Development
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard
- Data Connectors
- Data Extraction
- Data Import/Export
- Data Security
- Data Visualisation
- Design Management
- Financial Analysis

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)
- [Data Visualization Software](https://www.softwareadvice.ie/directory/400/data-visualization/software)
- [Data Analysis Software](https://www.softwareadvice.ie/directory/535/data-analysis/software)
- [Platform as a Service (PaaS) Software](https://www.softwareadvice.ie/directory/4661/paas/software)

## Alternatives

1. [TrendSpider](https://www.softwareadvice.ie/software/450495/TrendSpider) — 4.6/5 (13 reviews)
2. [Etops](https://www.softwareadvice.ie/software/450306/Etops) (0 reviews)
3. [Investment Metrics](https://www.softwareadvice.ie/software/325959/investworks) (0 reviews)
4. [Dynamics 365](https://www.softwareadvice.ie/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews)
5. [Bob Finance](https://www.softwareadvice.ie/software/191104/mosaic) — 4.8/5 (57 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/412506/jacobi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/investment-management/jacobi-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/412506/jacobi> |
| en-GB | <https://www.softwareadvice.co.uk/software/412506/jacobi> |
| en-IE | <https://www.softwareadvice.ie/software/412506/jacobi> |
| en-NZ | <https://www.softwareadvice.co.nz/software/412506/jacobi> |

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