Jacobi’s customizable, cloud-based platform unifies front-office portfolio construction with client reporting to streamline complex multi-asset investment processes at scale. Designed with an open-architecture private cloud infrastructure and robust API connectivity, the platform enables modern investment teams to scale both forward-looking dynamic modeling and detailed historical analytics to seamlessly manage portfolio risk against target objectives. By utilizing the platform's flexible Software Development Kit (SDK) and the powerful Jacobi Data Engine—which automates and unifies disparate datasets into a clean, AI-ready environment—firms can inject their own proprietary models, custom code, and unique asset schemas directly into the workflow. This comprehensive tech stack completely eliminates spreadsheet dependencies across core institutional use cases like Model Portfolio Management (MPMS), Multi-Asset Portfolio Solutions, and Outsourced CIO (OCIO) offerings by pairing complex look-through analysis and risk assessments with automated governance toolsets. Finally, Jacobi bridges the gap between quantitative front-office operations and end-client interaction via an intuitive report designer, allowing wealth managers, asset owners, asset managers, and investment consultants to instantly replace static presentations with interactive, fully white-labeled dashboards, custom applications, and real-time reports that clearly articulate their investment philosophies.