Designing and constructing multi-asset portfolios can be a time consuming task. Jacobi’s Portfolio Builder Application is designed to help Wealth Managers and Advisors streamline and enhance the client portfolio proposal and review process. The highly configurable Jacobi Portfolio Builder lets you:
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