February 2024

Video Interview with Axioma discussing our partnership

Jacobi has launched an exciting partnership with Axioma which now enables Jacobi users to access Axioma’s equity and multi-asset class factor risk models and portfolio optimizer, better visualizing portfolio risks and informing portfolio construction decisions. Hear from Axioma Head of Wealth Management Chris Canova and Jacobi CRO Tanya Bartolini as they talk about the partnership and what it means for clients.

View the video here.

Recent Insights

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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. .....
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Investment Technology

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. .....