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

Model Portfolios

Jacobi releases Model Portfolio Tech to help investment firms capitalize on booming opportunity

Learn how companies like T.Rowe Price look to centralize and scale their model portfolio management and compete in a rapidly growing market. .....

Client Spotlight Session: With T.Rowe Price

Learn how T.Rowe Price utilizes Jacobi’s technology to enhance portfolio construction, increase efficiency and better collaborate and engage with advisors and clients. .....

Contact Us

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

Jacobi releases Model Portfolio Tech to help investment firms capitalize on booming opportunity

Client Spotlight Session: With T.Rowe Price

Contact Us

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