April 2020

A Fresh Look at Storyboards in Jacobi

In this video, Curtis Evans introduces you to Storyboards in Jacobi. These allow investment groups to rapidly scale their processes, step beyond spreadsheets and add efficiency. As market falls put the spotlight back on cost control, the transformation of investment firms has now become necessary.

Recent Insights

The AI Race in Investment Management
Technology

The AI Race in Investment Management: The Hidden Problem

Every investment management firm I speak with right now is either actively experimenting with AI or feeling the pressure to do so. While the AI .....
managed account governance
Model Portfolios

The Wrap Tightens: Superannuation Is Raising the Managed Account Governance Stakes

In Australia, more than half of all new money flowing onto platforms is now coming via managed accounts. That kind of scale attracts regulatory attention, .....