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

IAM Award
News

Jacobi Wins Best Portfolio Management Software Provider

We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards! .....
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. .....