August 2017

Move your portfolio design process away from spreadsheets

The Jacobi platform enables multi-asset investment teams to focus on the associated risks and analysis required to achieve specific objectives.

Recent Insights

Best Supplier for Portfolio Management Technology
Jacobi Awards

Jacobi highly commended in Best Supplier for Portfolio Management Technology at PWM Wealth Tech Awards 2026

Jacobi is proud to be recognized at the PWM Wealth Tech Awards 2026 as highly commended in the category of Best Supplier for Portfolio Management .....
Finnies 26
Jacobi Awards

Jacobi shortlisted as a Finnies 2026 finalist!

Jacobi is proud to be shortlisted for Excellence in Wealth Management (including PFM & Robo) at the Fintech Australia Finnies 2026. .....