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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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 Live Webinar on Mastering Model Portfolios

Recent Insights

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (EMEA)

The Wealth Mosaic - AI Toolkit 2025

Contact Us

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