March 2024

Jacobi Live Webinar on Mastering Model Portfolios

Join us in our live webinar where we will showcase how Jacobi can be used to streamline your investment firm's model portfolio processes - from the initial design of models, day-to-day management through to the distribution and communication of model changes to clients.

Date: Friday, 22nd of March 2024

Time: 10:00 AM – 10:30 AM GMT

To register for the live webinar, please click here.

https://us02web.zoom.us/webinar/register/WN_iipy7UKpQpiztLGrXlQAQA?li_fat_id=d40fef87-2057-4256-8fdd-69bd803ad7cc#/registration

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Jacobi is proud to be recognized at the PWM Wealth Tech Awards 2026 as highly commended in the category of Best Supplier for Portfolio Management .....
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Jacobi Awards

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