At The Wealth Mosaic, we are committed to showcasing the innovative solution providers that are driving the digital transformation of the wealth management industry. Today, we are thrilled to shine a spotlight on Jacobi, a leading provider of investment technology solutions that empower the wealth management community to make informed decisions and drive better outcomes for their clients. 

Founded in 2014, Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across the globe, including asset owners, asset managers, wealth managers and investment consultants. Jacobi is fast growing, with clients representing assets under management over US$7 trillion. Jacobi is headquartered in San Francisco with offices in London and Brisbane.

"At Jacobi, we've sat in our clients' seats and managed multi-asset portfolios, so we deeply understand the challenges that need to be solved. We understand that technology needs to be built to work seamlessly with our client's investment processes, philosophy and data structures. At the end-of-the day innovation is in our DNA. We are on a never-ending quest to make our next-generation platform smarter, better and faster," said Tanya Bartolini, Co-founder and Chief Revenue Officer at Jacobi.

Jacobi's cloud-based technology streamlines multi-asset investment processes with a unique, customisable platform for portfolio management, data analytics and engagement. White-labelled and highly flexible – users can tailor the platform by integrating their own code, models, data, analytics and applications. The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front-office to end-client workflows, Jacobi allows firms to efficiently manage portfolios against objectives.

Jacobi is built for client engagement, allowing firms to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Crisp visualisation features are combined with a powerful quantitative engine that allows for complex modelling to happen dynamically.

Explore Jacobi's full range of offerings and discover how they can help you transform your investment processes and drive better outcomes for your clients here