The Jacobi Data Engine is a complete, domain‑specific data layer purpose‑built for institutional multi‑asset investing. Investment teams face growing complexity from fragmented data sources, inconsistent structures, and manual processes that weaken confidence in analysis and reporting. The Jacobi Data Engine addresses this challenge by transforming raw investment data into clean, consistent, analysis‑ready inputs for front‑office workflows.

Powered by Databricks and deployed privately for each client, the Data Engine ingests and orchestrates data from custodians, core book of record systems, market data providers, benchmarks, warehouses, and specialist vendors. Data is centralized, normalized, and enriched to create a governed foundation that supports modeling, risk analysis, reporting, and client engagement across the Jacobi platform.

The Data Engine masters core investment entities such as securities, funds, accounts, and model portfolios, maintaining consistency over time while supporting advanced enrichment such as FX hedging, ESG aggregation, factor mapping, and proxy management. Built‑in monitoring, lineage, and alerting provide transparency and operational assurance for front‑office users.

The result is an institutional‑grade, investment‑aware data layer that integrates seamlessly with Jacobi’s multi‑asset analytics and engagement capabilities, enabling teams to operate with greater speed, confidence, and scale.