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

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Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....
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Investment Strategy

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....