Model Portfolio Growth Is Accelerating—Is Governance Keeping Pace?
Model portfolios are growing rapidly in scale and complexity, but many investment organizations are struggling to maintain consistent governance, oversight, and control as they expand. .....
Connect and automate your process with the Jacobi API
The Jacobi Application Programming Interface (API) enables investment managers to seamlessly connect with the Jacobi platform and enhance their processes. .....
Jacobi case study: A leading asset consultant in the Asia Pacific region with over $500bn of assets under advice. The Client supports defined benefit, defined .....
What Is a Model Portfolio Management Solution (MPMS)?
A model portfolio management solution (MPMS) or model portfolio management system is a purpose-built technology platform that enables investment firms to design, manage, govern, report .....
Bring your client engagement to life with Jacobi’s Report Designer
Jacobi’s powerful Report Designer seamlessly connects rich investment and portfolio analytics into dynamic visualization and reporting tools, bringing your investment story to life. .....
Jacobi highly commended in Best Supplier for Portfolio Management Technology at PWM Wealth Tech Awards 2026
Jacobi is proud to be recognized at the PWM Wealth Tech Awards 2026 as highly commended in the category of Best Supplier for Portfolio Management .....
