Does Jacobi offer a free version?

No, Jacobi does not offer a free version.

Does Jacobi offer a free trial?

Yes, Jacobi offers a free trial.

Are Credit Card details required for the Jacobi trial?

No, Credit Card details are not required for the Jacobi trial.

What are the pricing plans & packages of Jacobi?

Jacobi offers the following pricing plans and packages: - $0 .

Does Jacobi offer an API?

No, Jacobi does not offer an API.

What type of support options does Jacobi offer?

Jacobi offers support with the following options: Email, Knowledge Base, FAQs/Forum

What type of training options does Jacobi offer?

Jacobi offers training with the following options: In-person, Documentation, Videos

What different languages does Jacobi support?

Jacobi supports the following languages: English

Typical users of Jacobi include: Self-Employed, Small-Business, Midsize-Business

What deployment options does Jacobi support?

Jacobi supports the following deployment options: Cloud Hosted

What devices and operating systems does Jacobi support?

Jacobi supports the following devices and operating systems: Web-Based

Jacobi Reviews Sep 2025: Pricing & Features

Jacobi Overview

Jacobi is an innovative investment management software solution designed to streamline the investment process for asset managers and financial advisors. This platform offers comprehensive tools for portfolio management, performance analysis, and reporting, enabling users to make informed investment decisions. With Jacobi, users can track and analyze investment performance in real time, assess risk exposure, and generate detailed reports for clients. The software supports integration with various financial data sources, ensuring that users have access to the latest market information. Its user-friendly interface promotes efficient navigation, making it accessible for both seasoned professionals and newcomers in the finance industry. By leveraging Jacobi, investment firms can enhance their operational efficiency, improve client reporting, and drive better investment outcomes through data-driven strategies.

Contact Details

Jacobi
Australia

Support

Email
Knowledge Base
FAQs/Forum

Training

In-person
Documentation
Videos

Licensing & Deployment

Proprietary
Cloud Hosted
Web-Based

Typical Customers

Self-Employed
Small-Business
Midsize-Business

Languages Supported

English

Industries

Financial Services, Investment Management

Jacobi Features

Data Analysis Software

Data Discovery
Reporting & Statistics
Multiple Data Sources
Data Storage Management
Predictive Analytics
Visual Analytics
Customizable Reports
Data Mapping
Ad hoc Analysis
Visual Discovery
Data Visualization
Data Import/Export
Performance Metrics
Dashboard
Drag & Drop
Alerts/Notifications
Search/Filter
Charting
Data Extraction
Sales Trend Analysis
Metadata Management
Widgets
Data Connectors
Forecasting
Sentiment Analysis
Self Service Data Preparation
Self-service Analytics
User Management

Customer Engagement Software

Churn Management
Engagement Tracking
Email Management
Social Media Integration
CRM
Multi-Language
Real Time Analytics
Campaign Management
Content Management
Event Triggered Actions
Feedback Management
Multi-Channel Communication
Customer Database
Surveys & Feedback
Customer Experience Management
Communication Management
Live Chat
Customer Segmentation
Visual Analytics
Customer History
Customer Portal
Sentiment Analysis

Data Visualization Software

Data Management
Data Import/Export
Ad hoc Reporting
Data Visualization
Customizable Reports
Access Controls/Permissions
Visual Discovery
Search/Filter
Multiple Data Sources
Activity Dashboard
Visual Analytics
Collaboration Tools
Data Connectors
Data Mapping
Trend Analysis
Reporting & Statistics
Predictive Analytics
Dashboard Creation
Drag & Drop
Real Time Reporting
Historical Reporting

Investment Management Software

Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management

Platform as a Service (PaaS) Software

Graphical User Interface
API
Integrated Development Environment
Deployment Management
Data Security
Load Testing
Multiple Programming Languages Supported

Proposal Management Software

Collaboration Tools
Document Management
Content Library
RFP Management
Contact Management
Proposal Generation
Templates
Version Control
Workflow Management
Audit Trail
Automatic Formatting
Knowledge Base Management
Electronic Signature
Reminders
Approval Process Control

Jacobi Pricing

Pricing Type

Per Feature

Preferred Currency

AUD ($)

Free Trial

Free Version

Payment Frequency

Jacobi FAQs

No, Jacobi does not offer a free version.

Yes, Jacobi offers a free trial.

No, Credit Card details are not required for the Jacobi trial.

No, Jacobi does not offer an API.

Jacobi offers support with the following options:
- Email , Knowledge Base , FAQs/Forum

Jacobi offers training with the following options:
- In-person , Documentation , Videos

Jacobi supports the following languages:
- English

Following are the typical users of the Jacobi:
- Self-Employed , Small-Business , Midsize-Business

Jacobi supports the following deployment:
- Cloud Hosted

Jacobi supports the following devices and operating systems:
- Web-Based

Jacobi Claim

Jacobi Overview