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Reduce complexity and optimise your portfolio review and proposal process with Jacobi

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Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform

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by Jacobi
| 05/01/2024 14:00:00

Designing and constructing multi-asset portfolios can be a consuming task. Jacobi’s Portfolio Builder application is designed to support the dynamic nature of the portfolio design process.