January 2023

Jacobi partners with Principal Asset Management

Principal Asset Management has partnered with Jacobi to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology.

View the press release here

Recent Insights

Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (EMEA)

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 .....

The Wealth Mosaic - AI Toolkit 2025

A report focusing on AI trends and AI-driven technology. Where alongside industry experts, Jacobi contributed insights on how AI Agents will reshape the way investment .....

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See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

Jacobi partners with Principal Asset Management

Recent Insights

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (EMEA)

The Wealth Mosaic - AI Toolkit 2025

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