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June 2024

Client Spotlight Session: With T.Rowe Price

Learn how T.Rowe Price utilizes Jacobi’s technology to enhance portfolio construction, increase efficiency and better collaborate and engage with advisors and clients.

In T.Rowe Price’s recent Client Spotlight Session Jacobi’s Elena Anisimova interviews Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T.Rowe Price.

Recent Insights

Jacobi - wealth management awards 2026
Jacobi Awards

Jacobi Named Finalist in the 2026 Wealth Management Industry Awards for Portfolio Analytics

Jacobi, a leading provider of multi-asset portfolio construction, analytics and investment management technology, is proud to be named a finalist in the Portfolio Analytics category .....
WealthTech firm of the year - Jacobi
Jacobi Awards

Jacobi wins WealthTech Firm of the Year at the Wealth & Asset Management Awards 2026

Jacobi is proud to be awarded WealthTech Firm of the Year at the MoneyAge, Wealth & Asset Management Awards 2026. .....