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May 2025

Jacobi named finalist in 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi is delighted to be named a finalist in the 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi was previously a finalist in this award category in 2023 and 2024.

We’re honoured to be recognised alongside some of the most respected names in wealth management. See a full list of awards and nominees, here.

Recent Insights

dynamic asset allocation - Jacobi
Asset Allocation

Scaling Dynamic Asset Allocation with Jacobi

For many investors, the challenge of implementing Dynamic Asset Allocation (DAA) isn’t about forming a market outlook—it’s about operationalizing it consistently and efficiently across portfolios .....
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multi asset tec
Investment Technology

Why Multi-Asset Investing Demands Specialist Technology & Why That Doesn’t Mean Replacing What You Already Have

Across the investment management landscape, the multi-asset approach is undergoing a quiet transformation. We’re seeing the emergence of new multi-asset solutions groups within asset managers, .....
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