Asset management, as with other industries, is rapidly digitising. However, for the management of complex portfolios, technologies often do not work alongside existing investment processes, philosophies, or data structures. Jacobi, founded in 2014, seeks to remedy this with a platform that can be used at scale whilst maintaining previous investment ideas and protocols.
Traditionally, investments have been tracked statically, and archaic methods are still employed by many. Jacobi’s cloud-based platform not only provides tools to manage and visualise multi-asset portfolios, but also a high level of customisability in how these tools are employed in portfolio management. The platform can also be accessed from anywhere in the world, facilitating greater engagement.
Jacobi is used by some of the largest asset management firms in the world. Funding secured will be used to accelerate the development of its platform, as well as to expand teams and reach more clients globally.
Steph
Company Specialist at Welcome to the Jungle