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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At Crisp, we harness the capabilities of cloud technology to seamlessly connect and evaluate all your data sources in real-time, enabling you to uncover valuable insights and trends tailored for your business. By integrating your data with a myriad of brands, distributors, and retailers, we embody the Crisp approach. Our platform offers cutting-edge industry insights and trends, redefining the collaboration standards among retailers, distributors, and brands. The data you provide is displayed in a user-friendly dashboard that is not only easy to interpret and share but also continuously updated. With an abundance of data at your fingertips, the question arises: how do you utilize it effectively? How can you transform it into actionable insights? Crisp equips you with the essential data and empowers you to leverage it for a significant competitive edge. You are able to assess and organize various data sources, subsequently gathering and converting them into cohesive, actionable insights for a dependable supply chain. This transformative process allows businesses to make informed decisions and adapt swiftly to market changes.

Description

Utilize innovative technology that reflects your distinct investment methodologies, principles, and data resources. Seamlessly blend your exclusive data, analytical models, and insightful visual representations to craft a compelling narrative. Capitalize on the extensive reach, efficiency, and robust security offered by cloud-based open architecture, facilitating large-scale portfolio creation and teamwork. Jacobi is poised to enhance your investment strategy through a modern, scalable cloud platform. Create and assess portfolios with specific objectives within a fully cohesive visual framework. Enhance the depth and significance of your analysis regarding the ramifications of your decisions across various portfolios. Conduct and expand tailored, forward-thinking, and retrospective analyses while effectively managing portfolio risks. Engage dynamically with stakeholders, including clients, to ensure active participation. The platform features sharp, customizable visualizations that can be white-labeled for branding purposes. Effortlessly share access and permissions among individuals and teams to foster collaboration. This approach empowers both portfolio solutions and sales teams, ultimately driving better investment outcomes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon S3 Yes 
Amazon Web Services (AWS) No 
Azure Blob Storage Yes 
DocsAI Yes 
Google Cloud BigQuery Yes 
Google Cloud Platform No 
Google Cloud Storage Yes 
Microsoft Azure No 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Snowflake Yes 
Tableau Yes 

Integrations

Amazon S3 No 
Amazon Web Services (AWS) Yes 
Azure Blob Storage No 
DocsAI No 
Google Cloud BigQuery No 
Google Cloud Platform Yes 
Google Cloud Storage No 
Microsoft Azure Yes 
Microsoft Excel No 
Microsoft Power BI No 
Snowflake No 
Tableau No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Crisp

Founded

2016

Country

United States

Website

www.gocrisp.com

Vendor Details

Company Name

Jacobi

Country

United States

Website

www.jacobistrategies.com/site/

Product Features

Data Management

Customer Data No 
Data Analysis No 
Data Capture No 
Data Integration No 
Data Migration No 
Data Quality Control No 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

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