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What is Nutmeg?

We are committed to making the investment experience straightforward and easy to grasp. Our strategy focuses on designing and overseeing diversified investment portfolios, employing technology to reduce costs while clearly presenting your investment distributions. To better assist you in achieving your financial objectives, please share some details about yourself, such as your investment amount and your desired risk tolerance. Our seasoned investment team has developed a range of portfolios specifically designed to meet your unique investment needs. We’ll ensure you stay updated on your investments and their performance as time progresses. At Nutmeg, our skilled investment specialists aim to make investing approachable for all individuals. Although we harness advanced technology in our processes, the core of our success lies in the extensive knowledge of our team, which covers a wide array of topics including macro-economics, market dynamics, and the subtleties of risk management and asset selection across different investment categories. Ultimately, we are dedicated to providing you with a transparent and fulfilling investment experience that aligns with your financial aspirations. We look forward to partnering with you on this rewarding journey toward financial growth.

What is Jacobi?

Leverage cutting-edge technology that embodies your unique investment strategies, core values, and data assets. Integrate your proprietary data, analytical frameworks, and impactful visualizations to create a persuasive story. Take advantage of the vast capabilities, efficiency, and strong security provided by a cloud-based open architecture, enabling the development of large-scale portfolios and collaborative efforts. Jacobi stands ready to elevate your investment approach through its contemporary, scalable cloud platform. Construct and evaluate portfolios aimed at specific goals within a unified visual environment. Deepen your analysis to understand the broader implications of your choices across various portfolios. Undertake and expand custom, forward-looking, and retrospective analyses while adeptly managing the risks associated with your portfolios. Foster active engagement with stakeholders, including clients, to promote their involvement. The platform offers sharp, customizable visualizations that can be tailored for branding purposes. Easily share access and permissions among teams and individuals to enhance collaboration. This methodology empowers both portfolio management and sales teams, ultimately leading to improved investment results. Additionally, the platform's user-friendly interface ensures that even those new to investing can navigate and utilize its features effectively.

Media

Media

Integrations Supported

TrueLayer

Integrations Supported

Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Nutmeg

Company Location

United Kingdom

Company Website

www.nutmeg.com

Company Facts

Organization Name

Jacobi

Company Location

United States

Company Website

www.jacobistrategies.com/site/

Categories and Features

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Not specified

Wealth Management

Not specified

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