**Brand Description for Jacobi:**

Jacobi is a pioneering technology firm based in San Francisco, specializing in multi-asset portfolio design, analytics, and client engagement. Our innovative platform empowers asset managers, wealth managers, investment consultants, and asset owners to seamlessly integrate proprietary data and models, enhancing investment decision-making processes. Jacobi delivers a customizable, cloud-based solution that enhances portfolio management efficiency, ensuring alignment with client objectives while facilitating effective stakeholder communications.

Our advanced analytics and intuitive visualizations allow users to tell compelling investment stories, setting the stage for dynamic client engagements. With Jacobi, wealth managers can streamline their workflows through a sophisticated digital tool that supports both the investment and advisory teams. Our solutions cater to a diverse clientele, enabling investment consultants to industrialize their unique models for greater control and flexibility.

At Jacobi, we are committed to elevating the investment management experience through technology, combining deep investment expertise with cutting-edge solutions to help firms differentiate themselves in a competitive landscape.