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Jacobi
Your Intelligence. Your Story. Your platform
Table of Contents
Jacobi - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: February 2026
Jacobi overview
What is Jacobi?
Jacobi is a technology platform for multi-asset portfolio design, analytics, and client engagement. The cloud-based, open architecture software integrates proprietary data, models, and intuitive visualizations to enable asset managers, wealth managers, asset owners, and investment consultants to build customized portfolios, design and manage model portfolios, improve visibility across capital pools, industrialize unique models and workflows, incorporate complex data structures, and communicate with stakeholders.
Specifically for asset managers, Jacobi helps build and customize portfolios at scale, design and manage model portfolios, and deliver dynamic client engagement. For investment consultants and OCIOs, the customizable platform industrializes unique models and custom workflows to provide value to end clients. Asset owners can leverage Jacobi for visibility and analytics across pools and capital to ensure alignment of portfolios to objectives and remove inefficiencies of disconnected spreadsheets.
Wealth managers and RIAs can use the market-leading digital toolset that supports investment team and advisor workflows, enables governance of the portfolio review, proposal, and research process, and incorporates unique and complex data structures. Led by experienced investment professionals and engineers, Jacobi aims to help firms differentiate through technology.
Jacobi reviews
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Jacobi's key features
Most critical features, based on insights from Jacobi users:
All Jacobi features
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Jacobi support options
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