Return to insights
Play Video
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 shortlisted - Wealth & Asset Management awards 2026
News

Jacobi shortlisted for WealthTech Firm of the Year and Technology Firm of the Year (Platform) at the Wealth & Asset Management Awards 2026

Jacobi is proud to be recognised and shortlisted for two awards at the to 2026 Wealth & Asset Management Awards 2026. .....
Read More >
off the record podcast - model portfolios Jacobi
Model Portfolios

Curtis Evans of Jacobi Strategies discusses model portfolios on Institutional Asset Manager podcast

Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios. .....
Read More >