TWM Solution Provider of the Week - Jacobi

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Jacobi

Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi...

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by The Wealth Mosaic

| 19/02/2021 16:18:30

Each week TWM highlights a solution provider in its directory. This week it was Jacobi. Jacobi has its roots in institutional portfolio management as it was founded to help sophisticated investment teams industrialise and connect their multi-asset investment processes.

You can read more about the company and solution below and access their pages on TWM HERE.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type