Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Jacobi
Multi-asset portfolio construction, model management and client engagement platform for institutions and wealth firms
San Francisco, CA, USFounded 2014jacobistrategies.comNot yet confirmed by the company
What it does
Jacobi Strategies provides multi-asset portfolio technology to asset managers, wealth managers and RIAs, asset owners and pension funds, and investment consultants and OCIOs. It is designed for investment teams that want to encode their own process, data and models rather than adopt a fixed one.
The core platform covers portfolio construction, risk analytics, look-through analysis and reporting on a client-specific data model, with an open API so firms can plug in proprietary code and data. Packaged solutions include a model portfolio management solution for designing and scaling many models, a custom portfolio solution, and an OCIO solution; for wealth managers it supports both investment-team and advisor workflows such as portfolio review and proposals. A data engine unifies investment data, and an AI workbench plus forward-deployed engineers help firms move internal tools into production.
Jacobi was founded in 2014 by former institutional investors and is based in San Francisco, with offices in Brisbane and London. Pricing is not published.
Best for
- Serves
- RIAs, Asset managers
Features
- Multi-asset portfolio construction
- Model portfolio management
- Portfolio risk analytics
- Look-through analysis
- Advisor portfolio review and proposals
- Open API for proprietary models
Pricing and deployment
- Deployment
- Cloud
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