Jacobi Custom Portfolio Solutions enables investment teams to efficiently design, manage, and scale bespoke portfolios without sacrificing rigor or transparency. Built on Jacobi’s multi asset platform, the solution streamlines top down portfolio construction while supporting firm specific objectives, constraints, and investment beliefs.

With comprehensive look through analysis across ETFs, mutual funds, SMAs, and private assets, Jacobi delivers a clear view of underlying exposures, risk factors, and fundamentals. Asset allocation teams can perform detailed portfolio reviews using asset class or risk factor based frameworks, whether operating within a TPV approach or traditional SAA and DAA processes.

Jacobi replaces fragmented spreadsheets and manual workflows with a unified platform that connects data, analytics, and portfolio construction in one intuitive environment. The result is improved speed, consistency, and governance across custom portfolio programs.

Designed for asset managers, consultants, OCIOs, and wealth platforms, Jacobi Custom Portfolio Solutions helps teams deliver highly differentiated portfolios at scale while staying aligned to client objectives, internal processes, and regulatory expectations.