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Future-proofing wealth management: Top six tech tips

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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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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 Jacobi
| 01/10/2024 18:00:00

The financial services industry continues to evolve rapidly, and wealth managers must stay ahead of the curve to remain competitive. Here are six tips wealth managers can apply to future-proof their business through better use of technology.

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