December 2023

Jacobi wins Best Data Visualisation Provider!

Jacobi is delighted to win Best Data Visualization Provider at the Data Management Insight Awards Europe 2023. These awards recognise both established solution vendors and innovative newcomers providing leading data management solutions, services and consultancy to capital markets participants across Europe. An independent, expert advisory board that worked in collaboration with the A-Team Group editorial team to select this year’s winners. Jacobi allows investment firms to utilize powerful data visualization and reporting features such as dynamic dashboards, interactive apps, sharing tools and custom reporting capabilities. Contact us to see how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Recent Insights

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. .....
Private Asset Considerations within a Total Portfolio Approach
Investment Strategy

From Allocations to Exposures: Private Asset Considerations within a Total Portfolio Approach

How a Total Portfolio Approach (TPA) changes the way portfolios are constructed when private assets are a meaningful part of the allocation. .....