Create and update portfolios:
Build a new portfolio from scratch or make changes to an existing portfolio and dynamically visualize the impact of those changes through powerful analytics.

Utilize bespoke analytics:
Use analytics to answer questions as they relate to portfolio outcomes and simulate portfolio risks to ensure they align to your client's objectives.

Stress and scenario test:
Stress and scenario test portfolios and run historical analysis to assess past performance. 

Intergrate unique model portfolios:
Integrate your unique model portfolios, data, analytics and tools controlled by your central investment team.

Create custom report packages:
Create custom report packages to engage with stakeholders and clients and ensure efficient communication of decisions and effective alignment with company processes. 

The Jacobi portfolio builder app supports:
Client objectives:
Generate on-demand personalized client proposals

Centralisation of data:
CMAs, fund/product universe, asset class schema, client portfolios, market data,  model portfolios, benchmarks

Data automation:
Integration with 3rd party data providers (MorningStar, Rimes, Addepar) & systems (internal data warehouse)

Governance:
Defined roles & permissions based on user types; financial advisor, investment team, super admin, etc. 

Reporting:
Pre-set report templates and analytics are easily configurable

Live iterations:
Quickly modify proposals to fine-tune recommendations