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

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Built by investment professionals for investment professionals, Jacobi’s unique open-architecture platform enables investment firms to efficiently build, scale and automate the delivery of multi-asset portfolios

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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.