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August 2017

Move your portfolio design process away from spreadsheets

The Jacobi platform enables multi-asset investment teams to focus on the associated risks and analysis required to achieve specific objectives.

Recent Insights

IAM Award
News

Jacobi Wins Best Portfolio Management Software Provider

We are thrilled to announce that Jacobi has been named Best Portfolio Management Software Provider at the prestigious 2025 Institutional Asset Manager Awards! .....
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client reporting article (1)
Client Engagement

Modernizing Client Reporting: 10 Things Investment Managers Must Get Right

10 considerations to modernize your reporting, with practical moves you can implement right now. .....
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