back Back

Jacobi partners with Principal Asset Management to digitise FinTech-enabled portfolio offerings

By Leandra Monteiro

January 23, 2023

  • Asset Management
  • Digital Transformation
  • FinTech

Jacobi, Principal Asset Management 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 client engagement technology.

With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to better serve their end clients. Jacobi’s cloud-native technology will provide Principal with a configurable platform enabling more meaningful analysis of portfolios by delivering forward-looking and historical analytics in a fully integrated visual environment. Storytelling is central to the investment process and Jacobi’s storyboard and reporting technology supports in-depth analysis of risk and return within a portfolio and the process of communicating its impact on portfolio objectives.

Mike Casciano, Head of Model Strategy at Principal Asset Management said, “Working with Jacobi to create proprietary multi-asset risk analytics will make it easier for advisors to understand how model portfolios will behave in different market conditions. We’re excited to offer advisors access to bespoke, forward-looking and historical analytics.”

Tony Mackenzie, Chief Executive Officer at Jacobi said, “It’s very pleasing to work with such a well-regarded asset manager. This partnership with Principal will help them deliver superior analytics and engagement tools to its investment teams and advisors and ultimately better outcomes for the end client. Unsurprisingly, there is strong demand for our technology owing to the increased need for investment firms to scale and connect investment processes and increase the quality of engagement with clients. Jacobi has a global footprint and a strong pipeline – with more new business wins to announce later in the year.”

Previous Article

January 23, 2023

Paymentus expands Instant Payment Network with cash bill pay capabilities

Read More
Next Article

January 23, 2023

Black Knight integrates with loanDepot’s next generation of lending services

Read More

IBSi Daily News Analysis

Data privacy

July 16, 2024

Asset Management

Rise in sophisticated attacks, state-level threats, and increased ransom DDoS Incidents

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News


Slope raises $65m in equity and debt funding from J.P. Morgan & others

Read More


Jamaica’s First Global Bank partners with Profile Software

Read More


DIFISOFT & Quantit develop AI-based financial solutions in Southeast Asia

Read More

Related Reports

Sales League Table Report 2024
Know More
Global Digital Banking Vendor & Landscape Report Q2 2024
Know More
NextGen WealthTech: The Trends To Shape The Future Q4 2023
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q1 2024
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
Get your copy now! IBSi Sales League Table 2024