1. [Home](https://www.g2.com/) 2. ... 3. [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) 4. [Jacobi Discussions](https://www.g2.com/products/jacobi/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_391a9d5972d4906529315019c958b32b/jacobi.png "Product Avatar Image") ](/products/jacobi/reviews) [ Jacobi ](/products/jacobi/reviews) 0 ratings Jacobi is a global investment technology provider that streamlines multi-asset investment processes through its customizable, cloud-based platform for portfolio design, advanced analytics, and client engagement. As a pioneer of "front-office-to-client" integration and digitization, Jacobi is built to sit cleanly above and across traditional, bottom-up portfolio management applications—unifying fragmented data and replacing legacy software. The platform provides an open-architecture data engine that allows institutional investors to easily scale bespoke, forward-looking scenario modeling alongside deep historical analysis. By eliminating the limitations of rigid, off-the-shelf software, Jacobi empowers modern investment teams to more effectively manage complex portfolio risks against specific liability and return objectives. A standout feature of the Jacobi platform is its deep focus on client engagement. Rather than forcing teams to rely on static slide decks and vulnerable offline spreadsheets, Jacobi enables users to visually showcase their investment processes using interactive, white-labeled dashboards, custom applications, and automated reports. This gives clients dynamic, real-time transparency into how their assets are positioned and how risk is being managed. Today, Jacobi provides its highly scalable technology to top-tier institutional investors across the globe. Its diverse client base includes progressive wealth managers, asset owners, asset managers, and investment consultants who require institutional-grade analytics paired with modern visual presentation tools. Headquartered in San Francisco, California, Jacobi maintains a global footprint with regional offices in London, UK, and Brisbane, Australia, allowing them to support elite investment teams around the clock. Key Product Capabilities Portfolio Design & Analytics: Build, stress-test, and refine complex multi-asset portfolios. Run forward-looking simulations, historical backtesting, and granular look-through analysis on a single, unified interface. Model Portfolio Management (MPMS): Centralize and scale model portfolio governance. Cascade allocation changes across hundreds of bespoke portfolios while automatically accounting for individual client constraints. Front-to-Client Digital Engagement: Turn complex quantitative data into clear investment narratives. Build interactive, fully white-labeled portals, custom-branded reports, and client apps that bring your investment philosophy to life. Data, SDK & Workflow Integration: Powered by the robust Jacobi Data Engine, the platform unifies institutional data into a single, clean environment. Using Jacobi's flexible Software Development Kit (SDK), internal developers and quantitative teams can inject custom code, proprietary models, and unique analytics directly into the workflow while seamlessly connecting to existing execution and data management tools via secure APIs. Show More When users leave Jacobi reviews, G2 also collects common questions about the day-to-day use of Jacobi. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion. * * * ### 0.0 Nps Score ### All Jacobi Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments Sorry... There are no questions about Jacobi yet. ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/jacobi/discussions/new?entry_point=discussions%23product) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/204869827739b1da02930da926251aae/jacobi.svg "Product Avatar Image") ### Have you used Jacobi before? Answer a few questions to help the Jacobi community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjacobi%2Fdiscuss%3Fsmall_ask%3Djacobi) No