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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News

FE Investments selects Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

Jacobi’s institutional-grade investment technology will be used to amplify and industrialize FEIs’ model portfolio risk monitoring, forward-looking analytics and model portfolio design processes. .....
Tanya Bartolini interview
News

The Wealth Mosaic Talks To Tanya Bartolini about her views on investment management and the Jacobi story

The Wealth Mosaic Talks To Tanya Bartolini, Co-Founder and CRO of Jacobi Inc. on why she founded Jacobi, her views on investment management, and industry .....