About Jacobi
Jacobi: The Ultimate Cloud-Based Platform for Multi-Asset Portfolio Design, Risk Modelling and Analytics
In today's fast-paced financial world, it is essential to have a reliable platform that can help you build better portfolios, improve client engagement and provide forward asset projections. Jacobi is the ultimate cloud-based platform that offers all these features and more.
Jacobi is a leading provider of multi-asset portfolio design, risk modelling and analytics solutions. The company was founded in 2014 by a team of experienced professionals who recognized the need for an innovative platform that could help investors make informed decisions about their investments.
The Jacobi platform is designed to be user-friendly and intuitive. It provides users with access to a wide range of tools and features that can help them build better portfolios. With Jacobi, users can easily create custom portfolios based on their investment goals, risk tolerance levels and other factors.
One of the key features of the Jacobi platform is its risk modelling capabilities. The platform uses advanced algorithms to analyze market data and provide users with accurate risk assessments for their portfolios. This helps investors make informed decisions about their investments while minimizing risks.
Another important feature of the Jacobi platform is its analytics capabilities. The platform provides users with access to real-time market data, which they can use to monitor their portfolios' performance over time. This helps investors identify trends early on so they can adjust their strategies accordingly.
Jacobi also offers excellent client engagement tools that enable advisors to communicate effectively with clients about portfolio performance updates or changes in strategy recommendations through interactive dashboards or reports generated by the system.
The Jacobi team understands how important it is for investors to have access to accurate forward asset projections when making investment decisions. That's why they've developed an innovative forecasting tool that uses machine learning algorithms combined with historical data analysis techniques from multiple sources such as Bloomberg or Refinitiv Eikon among others; this allows them not only predict future returns but also estimate potential risks associated with different scenarios under consideration by clients before investing any money into those assets classes or securities being analyzed within our system!
Overall, if you're looking for a reliable cloud-based solution for multi-asset portfolio design, risk modelling and analytics then look no further than Jacobi! With its user-friendly interface, advanced algorithms & analytical capabilities coupled together along great customer support services provided by our dedicated team members who are always ready at your disposal whenever needed - we guarantee you'll be able build better portfolios while improving your client engagement experience like never before! Request a demo today!