December 2020

Jacobi wins again!

Jacobi has taken the award for “Investment Tech of the Year” at the UK FinTech Awards 2020. Thank you to our clients and partners that have helped us to create the next generation investment technology platform. Jacobi continues to be a pioneer of front-to-client investment technology and promoting a no-code solution for groups that need to scale their custom processes.

Recent Insights

client reporting article (1)
Client Engagement

Modernizing Client Reporting: 10 Things Investment Managers Must Get Right

10 considerations to modernize your reporting, with practical moves you can implement right now. .....
Jacobi charles river partnership
News

Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management

Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling .....