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

Investment Technology

How No-Code solutions are reshaping the future of investment management

From portfolio management, to client reporting, across risk management, through to marketing automation – the scope for potential use of no-code is broad, and growing. .....

Scaling Solutions for OCIOs: Performance Analysis and Attribution

At Jacobi, we’ve helped many Outsourced Chief Investment Officers (OCIOs) from the US, Europe and Australia scale their businesses across a wide range of workflows. .....

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See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

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

Recent Insights

How No-Code solutions are reshaping the future of investment management

Scaling Solutions for OCIOs: Performance Analysis and Attribution

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