Tag : Jacobi

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration
Banking News

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. the parent company of Community Bank, N.A. (“Community Bank”), and Jacobi Capital Management, LCC (“Jacobi”) announced today that they have entered into a strategic relationship agreement for Jacobi to provide investment advisory services to Community Bank commercial and high net worth clients in Pennsylvania. Jacobi and......
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