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 Strategy

ON DEMAND WEBINAR | The reality of a total portfolio approach

In this webinar, The Jacobi team discuss the opportunities presented by a TPA approach and, showcase how Jacobi is used to support TPA transformation and .....

Benchmarking portfolio resilience in times of market volatility

During periods of market stress and sharp bouts of portfolio volatility, like we are currently experiencing, investors and stakeholders can become acutely focused on portfolio .....

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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

ON DEMAND WEBINAR | The reality of a total portfolio approach

Benchmarking portfolio resilience in times of market volatility

Contact Us

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