---
description: Learn more about Jacobi pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find 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 Pricing, Reviews & Features - Capterra Canada 2026
---

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

# Jacobi

Canonical: https://www.capterra.ca/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**.

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## 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 Software
- Data Connectors
- Data Import/Export
- Data Security
- Data Visualization Software
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Real-Time Analytics
- Real-Time Data
- Reporting & Statistics
- Reporting/Analytics
- Risk Management Software
- Third-Party Integrations
- Visual Analytics

## Support Options

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

## Category

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

## Related Categories

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

## Alternatives

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

## Links

- [View on Capterra](https://www.capterra.ca/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> |

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