---
description: Detailed reviews on Jacobi based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Jacobi with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Jacobi Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Jacobi](/software/2074763/jacobi)

# Jacobi

Canonical: https://www.getapp.ca/software/2074763/jacobi

> Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Jacobi

Integrates proprietary data, models, and visualizations to tell meaningful stories for clients
Leverages cloud-based, open architecture for efficient portfolio design and collaboration at scale
Supports customization of portfolios, models, and workflows for asset managers and consultants
Provides analytics and visibility into asset pools and portfolios to ensure alignment with objectives
Delivers a digital platform to support investment team and advisor workflows for wealth managers

## About the vendor

- **Company**: Jacobi

## Commercial Context

- **Pricing model**: Per Feature
- **Pricing Details**: Contact Vendor for Pricing
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more

## Features

- API
- Access Controls/Permissions
- Ad hoc Analysis
- Ad hoc Reporting
- Benchmarking
- Bonds/Stocks
- Cloud Computing
- Custom Development
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard Software
- Data Connectors
- Data Extraction Software
- Data Import/Export
- Data Security
- Data Visualization Software
- Design Management
- Financial Analysis

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software

## Category

- [Investment Management Software](https://www.getapp.ca/directory/17/investment-portfolio-management/software)

## Related Categories

- [Investment Management Software](https://www.getapp.ca/directory/17/investment-portfolio-management/software)
- [Data Visualization Software](https://www.getapp.ca/directory/740/data-visualization/software)
- [Data Analysis Software](https://www.getapp.ca/directory/1129/data-analysis/software)
- [Platform as a Service (PaaS) Software](https://www.getapp.ca/directory/352/platform-as-a-service-paas/software)

## Alternatives

1. [TrendSpider](https://www.getapp.ca/software/2078251/trendspider) — 4.6/5 (13 reviews)
2. [Etops](https://www.getapp.ca/software/2077592/etops) (0 reviews)
3. [Investment Metrics](https://www.getapp.ca/software/2073777/investment-metrics) (0 reviews)
4. [Rayven](https://www.getapp.ca/software/117779/rayven) — 5.0/5 (24 reviews)
5. [Unity](https://www.getapp.ca/software/2062114/unity-2) — 5.0/5 (3 reviews)

## Links

- [View on GetApp](https://www.getapp.ca/software/2074763/jacobi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/jacobi/> |
| en-AE | <https://www.getapp.ae/software/2074763/jacobi> |
| en-AU | <https://www.getapp.com.au/software/2074763/jacobi> |
| en-CA | <https://www.getapp.ca/software/2074763/jacobi> |
| en-GB | <https://www.getapp.co.uk/software/2074763/jacobi> |
| en-IE | <https://www.getapp.ie/software/2074763/jacobi> |
| en-NZ | <https://www.getapp.co.nz/software/2074763/jacobi> |
| en-SG | <https://www.getapp.sg/software/2074763/jacobi> |
| en-ZA | <https://www.getapp.za.com/software/2074763/jacobi> |

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