April 2023

Jacobi highlighted in 2023 APAC WealthTech Landscape Report

The 2023 APAC WealthTech Landscape Report has been released. The report is a comprehensive guide to the technology and related vendor marketplace for the APAC Wealth Management Community. In the report, Jacobi's Tanya Bartolini discusses the growing need for an institutional process for the mass affluent market.

The Jacobi article is found here.

The full WealthTech Landscape Report is found here.

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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 highlighted in 2023 APAC WealthTech Landscape Report

Recent Insights

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

Does Your Technology Undermine Your Total Portfolio Approach?

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