Jacobi

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Jacobi Categories on Top Software Advisor

What is Jacobi?

Jacobi is a platform that empowers investment managers by providing customizable and scalable portfolio design solutions. Its comprehensive risk and portfolio-building tools enable seamless collaboration and communication through intuitive storyboards. The multi-asset approach of Jacobi promotes the sharing of manager expertise, resulting in enhanced investment strategies and stronger manager-client relationships.

Jacobi Resources

Jacobi Pricing

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Key Features of Jacobi

Portfolio Management
Risk Analysis
Performance Tracking
Compliance Monitoring
Client Reporting
Data Integration
Scenario Analysis
Asset Allocation
Investment Research
Trade Order Management
Benchmarking
Fee Management
Document Management
Customizable Dashboards
Real Time Analytics
Multi Currency Support
Mobile Access
User Access Controls
Audit Trails
Api Integration

Specifications

Jacobi FAQ's

What are the top 5 features of Jacobi?

The top 5 features of Jacobi include:

Portfolio Management
Risk Analysis
Performance Tracking
Compliance Monitoring
Client Reporting

What type of customer support does Jacobi offer?

Jacobi supports a variety of platforms including: Email, Phone, Live Support, Tickets.

What types of businesses does Jacobi serve?

Jacobi serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

Who are the primary competitors of Jacobi?

The top three competitors of Jacobi are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

What languages does the Jacobi support?

Jacobi is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of Jacobi

Macroaxis

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TeamWox

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MProfit for Accounting

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Prospero 365

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XStocks

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Origin

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Buxfer

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Bullfinch Wealth Management

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For Vendors

Jacobi

Talk To An Advisor

Jacobi Categories on Top Software Advisor

What is Jacobi?

Jacobi Resources

Jacobi Pricing

Key Features of Jacobi

Specifications

Jacobi FAQ's

What are the top 5 features of Jacobi?

What type of customer support does Jacobi offer?

What types of businesses does Jacobi serve?

Who are the primary competitors of Jacobi?

What languages does the Jacobi support?

Alternatives of Jacobi

Macroaxis

TeamWox

MProfit for Accounting

Prospero 365

XStocks

Origin

Buxfer

Bullfinch Wealth Management

For Vendors

Jacobi

Talk To An Advisor

Jacobi Categories on Top Software Advisor

What is Jacobi?

Jacobi Resources

Jacobi Pricing

Key Features of Jacobi

Specifications

Jacobi FAQ's

What are the top 5 features of Jacobi?

What type of customer support does Jacobi offer?

What types of businesses does Jacobi serve?

Who are the primary competitors of Jacobi?

What languages does the Jacobi support?

Alternatives of Jacobi

Macroaxis

TeamWox

MProfit for Accounting

Prospero 365

XStocks

Origin

Buxfer

Bullfinch Wealth Management

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