The Growing Demand for Technology in Model Portfolio Management and Portfolio Construction Services

In the fast-paced world of finance, staying ahead of the curve is essential for success. As the demand for model portfolio management and portfolio construction services continues to rise, companies are turning to technology to streamline their processes and gain a competitive edge. One such technology that is making waves in the industry is Jacobi’s model management platform.

Jacobi’s technology is revolutionizing the way asset managers and financial advisors approach portfolio construction. By centralizing performance and risk analytics, integrating investment workflows, and producing professional reports, Jacobi’s platform enables asset managers to scale their services and meet the increasing demand from clients.

One of the early adopters of Jacobi’s technology, T. Rowe Price, has already seen significant improvements in process efficiencies and client engagement. Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T. Rowe Price, praises Jacobi’s technology for enabling faster work and better collaboration among team members, ultimately leading to more effective client service.

Tanya Bartolini, Chief Revenue Officer at Jacobi, highlights the platform’s ability to drive efficiencies and increase market distribution for asset managers like T. Rowe Price. By streamlining workflows and connecting processes, Jacobi’s technology is helping asset managers stay ahead of the competition and deliver top-notch services to their clients.

Founded in 2014, Jacobi Inc. is a global investment technology provider that caters to top-tier investors around the world. With its open architecture platform, Jacobi allows users to customize the platform to suit their specific needs, making it a versatile and powerful tool for portfolio design, analysis, and client engagement.

In conclusion, the search for technology to support model portfolio management and portfolio construction services is more critical than ever in today’s rapidly evolving financial landscape. Companies that embrace innovative solutions like Jacobi’s model management technology are positioning themselves for success in a competitive market, driving efficiencies, and enhancing client relationships along the way.