Return to insights
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.

Link to Article on LinkedIn

Recent Insights

Jacobi MPMS governance
Model Portfolios

Model Portfolio Growth Is Accelerating—Is Governance Keeping Pace?

Model portfolios are growing rapidly in scale and complexity, but many investment organizations are struggling to maintain consistent governance, oversight, and control as they expand. .....
Read More >
Jacobi API
Jacobi Platform

Connect and automate your process with the Jacobi API

The Jacobi Application Programming Interface (API) enables investment managers to seamlessly connect with the Jacobi platform and enhance their processes. .....
Read More >