---
description: Learn more about Jacobi price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Jacobi Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Data Analysis Software](/directory/31077/data-analysis/software) > [Jacobi](/software/189916/jacobi)

# Jacobi

Canonical: https://www.capterra.com.au/software/189916/jacobi

> Jacobi’s technology supports the design and management of multi-asset portfolios at scale and enables dynamic client engagement.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Jacobi?

Asset Managers, Asset Owners, Pension Funds, Wealth Managers, RIAs, Investment Consultants,  Asset Consultants, OCIOs, Family Offices, Private 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 Reporting
- Benchmarking
- Bonds/Stocks
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Connectors
- Data Import/Export
- Data Security
- Data Visualization
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Real-Time Analytics
- Real-Time Data
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Third-Party Integrations
- Visual Analytics

## Support Options

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

## Category

- [Data Analysis Software](https://www.capterra.com.au/directory/31077/data-analysis/software)

## Related Categories

- [Data Analysis Software](https://www.capterra.com.au/directory/31077/data-analysis/software)
- [Platform as a Service (PaaS) Software](https://www.capterra.com.au/directory/32376/platform-as-a-service/software)
- [Data Visualisation Tools](https://www.capterra.com.au/directory/30696/data-visualization/software)
- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)

## Alternatives

1. [TrendSpider](https://www.capterra.com.au/software/1038427/trendspider) — 4.6/5 (13 reviews)
2. [Etops](https://www.capterra.com.au/software/1066382/etops) (0 reviews)
3. [Investment Metrics](https://www.capterra.com.au/software/176686/investworks) (0 reviews)
4. [Standd](https://www.capterra.com.au/software/1066398/standd) (0 reviews)
5. [Unity](https://www.capterra.com.au/software/1036792/unity) — 5.0/5 (3 reviews)

## Links

- [View on Capterra](https://www.capterra.com.au/software/189916/jacobi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/189916/Jacobi/> |
| en-AE | <https://www.capterra.ae/software/189916/jacobi> |
| en-AU | <https://www.capterra.com.au/software/189916/jacobi> |
| en-CA | <https://www.capterra.ca/software/189916/jacobi> |
| en-GB | <https://www.capterra.co.uk/software/189916/jacobi> |
| en-IE | <https://www.capterra.ie/software/189916/jacobi> |
| en-IL | <https://www.capterra.co.il/software/189916/jacobi> |
| en-IN | <https://www.capterra.in/software/189916/jacobi> |
| en-NZ | <https://www.capterra.co.nz/software/189916/jacobi> |
| en-SG | <https://www.capterra.com.sg/software/189916/jacobi> |
| en-ZA | <https://www.capterra.co.za/software/189916/jacobi> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Capterra Australia helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.com.au","url":"https://www.capterra.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.com.au/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCjRCDmEibpHwyX3m2b3y80w"]},{"name":"Jacobi","description":"Jacobi streamlines multi-asset investment processes with a unique, customizable cloud-based platform for portfolio design, analysis, and engagement. \n\nJacobi’s next-generation private cloud infrastructure promotes open architecture and API connectivity. Investment firms can integrate their proprietary investment models, code and data structures that support their unique portfolio construction and engagement processes. \n\nJacobi providers its technology to top tier investors across the globe.","url":"https://www.capterra.com.au/software/189916/jacobi","@type":"SoftwareApplication","@id":"https://www.capterra.com.au/software/189916/jacobi#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.au/#organization"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.com.au/software/189916/jacobi#faqs","mainEntity":[{"name":"What Is Jacobi?","@type":"Question","acceptedAnswer":{"text":"Jacobi streamlines multi-asset investment processes with a unique, customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi’s next-generation private cloud infrastructure promotes open architecture and API connectivity. Investment firms can integrate their proprietary investment models, code and data structures that support their unique portfolio construction and engagement processes. Jacobi providers its technology to top tier investors across the globe.","@type":"Answer"}},{"name":"Who Uses Jacobi?","@type":"Question","acceptedAnswer":{"text":"Asset Managers, Asset Owners, Pension Funds, Wealth Managers, RIAs, Investment Consultants,Asset Consultants, OCIOs, Family Offices, Private Wealth Managers","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Data Analysis Software","position":2,"item":"/directory/31077/data-analysis/software","@type":"ListItem"},{"name":"Jacobi","position":3,"item":"/software/189916/jacobi","@type":"ListItem"}],"@id":"https://www.capterra.com.au/software/189916/jacobi#breadcrumblist"}]}
</script>
