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

Recent Insights

Jacobi - wealth management awards 2026
Jacobi Awards

Jacobi Named Finalist in the 2026 Wealth Management Industry Awards for Portfolio Analytics

Jacobi, a leading provider of multi-asset portfolio construction, analytics and investment management technology, is proud to be named a finalist in the Portfolio Analytics category .....
WealthTech firm of the year - Jacobi
Jacobi Awards

Jacobi wins WealthTech Firm of the Year at the Wealth & Asset Management Awards 2026

Jacobi is proud to be awarded WealthTech Firm of the Year at the MoneyAge, Wealth & Asset Management Awards 2026. .....