Jacobi Research Tools
The following resources are part of our many tools available to clients
We use a variety of research and tools from partners to create a comprehensive planning and investment strategy to help you pursue your goals.
Broadridge Foremost Advice
Through Broadridge Foremost Advice, we offer a number of educational pieces on various financial topics. Useful calculators can help clients plan for some of the most unexpected events or be prepared to reach their goals in the future.
The Advisys software combines goals based planning, educational content, and motivating calculators to help clients prepare for their future. By breaking down complex topics into plain language and simple images, clients can have a better understanding of their financial picture.
Jacobi Wealth Dashboard
The Jacobi Wealth Dashboard is our comprehensive financial planning tool. Clients have access to their own portal where they can store important documents in the secure vault, aggregate outside accounts with their Jacobi Capital investment portfolios, and create goals to work towards a more secure financial future.
Advisory World’s financial planning software allows Jacobi to analyze portfolios to ensure they are aligned with a client’s risk tolerance and intentions. The investment analysis and hypothetical illustrations available through Advisory World help keep clients on track in the pursuit of their financial goals.