# Jacobi Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Jacobi Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/189916/Uizard/ --- # Jacobi Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Jacobi ## What is Jacobi? 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. ## What is Jacobi used for? [Data Visualization](https://www.capterra.com/data-visualization-software/)[Platform as a Service (PaaS)](https://www.capterra.com/platform-as-a-service-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Jacobi?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.jacobistrategies.com&name=Jacobi) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Jacobi 0.0 VS. [### Bob Finance](https://www.capterra.com/p/219079/Mosaic/) [4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (57) Value For Money 0.0 (0) Value For Money 4.6 (51) Customer Service 0.0 (0) Customer Service 4.9 (55) ## Jacobi alternatives [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.4 (15)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) [Etops](https://www.capterra.com/p/10020644/Etops/) [0.0](https://www.capterra.com/p/10020644/Etops/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10020644/Etops/) [Standd](https://www.capterra.com/p/10020660/Standd/) [0.0](https://www.capterra.com/p/10020660/Standd/#reviews) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10020660/Standd/) [Investment Metrics](https://www.capterra.com/p/176686/InvestWorks/) [0.0](https://www.capterra.com/p/176686/InvestWorks/#reviews) Starting price $8000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176686/InvestWorks/) ## FAQs about Jacobi Overview ### What company size and specific industries is Jacobi built for? Jacobi is designed for asset management and wealth management firms of all sizes, including asset managers, asset owners, pension funds, wealth managers, RIAs, investment consultants, asset consultants, OCIOs, family offices, and private wealth managers. Features and Usability ### What are the key features of Jacobi? Jacobi offers portfolio management, investments tracking, and fund management, plus financial analysis, forecasting, and risk assessment. It also includes dashboards, ad hoc reporting, customizable reports, visual analytics, data connectors, data import/export, access controls, and single sign on for reporting, modeling, and performance monitoring. Getting Started and Support ### What training and onboarding options does Jacobi offer? Jacobi provides in person training, webinars, documentation, and videos to help teams get started. In person sessions support direct instruction, webinars cover guided online learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does Jacobi offer? Jacobi provides email/help desk support, an FAQ/forum, and a knowledge base. These channels give users direct help requests and self-service reference materials for common issues and product questions. ## Features AI summary Based on 825 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) Jacobi supports all three of the features reviewers value most: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to monitor holdings and activity, and provide the reporting needed to assess performance and make informed investment decisions. Access Controls/Permissions Define levels of authorization for access to specific files or systems Ad hoc Reporting Generate one-off reports that meet information requirements API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Cloud Computing A network of remote servers which allow businesses to store, manage, and process data through the cloud instead of a local server Jacobi 38 features Define levels of authorization for access to specific files or systems Generate one-off reports that meet information requirements Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio A network of remote servers which allow businesses to store, manage, and process data through the cloud instead of a local server Development of custom software, web apps, mobile apps, etc. Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Connect to big data sources Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Protect sensitive data for digital privacy Graphical representation of data Collaborate on creating a product by sharing and adjusting designs through a shared portal Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Form predictions based on past and present data/trends Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Observe and track the demand, usage, progress or quality of a system, product, or user A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Estimate or forecast of a future scenario based on the study of present trends Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Allow users to access multiple services after entering their login credentials once Development of software programs Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.