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 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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Growing model portfolio customisation poses a challenge to the scalability of processes and governance. With our Model Builder app, you can easily streamline workflows, optimise portfolios, generate insightful reports, and engage clients efficiently.
