Model Portfolio Management

Centralize Model Portfolio Management

Replace disconnected spreadsheets, data and processes with a single streamlined model management capability - increasing efficiency and model revenue.

Automate Workflows

Automate repetitive and manual tasks within the model management lifecycle including data entry, model updates, analytics and reporting - increasing productivity and reduced risk of errors.

Deliver Enhanced Analytics and Modeling

Replace disjointed analytics and risk tools with the centralization of powerful ex-ante and ex-post analytics, asset composition, stress and scenario testing, performance monitoring and portfolio optimization models.

Bring models to life with clients and stakeholders

Replace tired spreadsheets and Powerpoint presentations with extensive interactive dashboards, reporting and workflow applications to bring your model portfolios to life.

Improve Model Portfolio Governance

Full visibility of model changes is often challenging. Enable efficient governance across model changes through configuration and integration of all relevant data and compliance sign off processes.

Connect Models Across Systems

Use Jacobi as a component part of your wider technology ecosystems. This includes ingesting model data, running workflows in Jacobi and exporting to relevant systems or platforms.

FE Investments press release

FE Investments selects technology vendor Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

Jacobi’s institutional-grade investment technology will be used to amplify and industrialize FEIs’ model portfolio risk monitoring, forward-looking analytics and model portfolio design processes.

Principal Press release

Principal Asset Management to digitize and scale fintech-enabled model portfolio offering using Jacobi

Principal Asset Management has partnered with Jacobi to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology.

MPS surge header

Navigating the surge in Model Portfolio Services (MPS)

Our recent roundtable with some of the UK’s leading investment managers took the pulse of the MPS market today and showed plenty of confidence that the core drivers for MPS growth remain in place.

Institutionalisation

The institutionalisation of wealth management: Five key shifts reshaping the industry

Change is afoot in wealth managers globally. While each face their own client, business and regulatory challenges, there is a common thread across the globe: wealth managers are becoming more ‘institutional’ in their approach to advising and managing client assets.