December 2023

Jacobi awarded Waters Technology AFTA for most innovative third-party technology vendor (trading, risk & compliance).

Jacobi is delighted to win a prestigious Waters Technology AFTA (American Financial Technology Award) for most innovative third-party technology vendor (trading, risk & compliance). The Waters Technology AFTAs is the pre-eminent North American award recognizing excellence in the development deployment and management of financial technology.

Hear from Waters as to all the winners in each category and why they won here.

Contact us to learn how Jacobi can help you better manage your multi-asset portfolio design, analytics and client engagement.

Recent Insights

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Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....
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Investment Strategy

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....