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 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. .....
Jacobi scaling advisory case study
Investment Technology

Scaling investment advisory services with Jacobi

Jacobi case study: A leading asset consultant in the Asia Pacific region with over $500bn of assets under advice. The Client supports defined benefit, defined .....