Jacobi
Curated by SignalPerformance reporting platform enhancing investment decision-making for wealth managers.
Overview
Jacobi focuses on performance reporting for wealth managers, offering digital tools that analyze and present investment performance data. The platform aggregates financial data from various accounts and asset classes, providing insights into portfolio returns, asset allocation, and risk exposure in real-time. It targets wealth managers, asset owners, and investment consultants, aiming to improve decision-making through customizable dashboards and machine learning algorithms that forecast performance trends. Jacobi addresses the complexities of managing multiple model portfolios and aims to enhance client communication, thereby facilitating investment processes. Its cloud-based architecture and integration capabilities are designed to support strategic asset allocation and improve visibility across capital pools.
Key facts
- Founded
- 2014
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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- Phone
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