BRISBANE, Australia, Sept. 24, 2025 /PRNewswire/ -- Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling their model portfolio capabilities.

The API-driven integration enables clients to seamlessly construct, customise, and manage investment models within Jacobi, and transmit them directly into Charles River IMS for implementation. This streamlines workflows and enhances operational efficiency across front-office teams.

The integration comes amid explosive growth in the use of model portfolios globally, as managers increasingly centralise, automate, and scale their investment processes. Jacobi's flexible architecture allows firms to design and manage bespoke model workflows, accommodating complex investment strategies and governance requirements.

In addition to model transmission, the integration extends to compliance checks, ensuring that portfolios adhere to regulatory and internal guidelines before execution. As part of the connection, Jacobi also integrates with the State Street Alpha Data Platform, providing clients with a turnkey data solution that simplifies access to critical investment data.

Jacobi's strength in flexible, client-specific modelling complements Charles River's robust order and execution management capabilities, creating a powerful end-to-end solution for modern portfolio management.

Tony Mackenzie, Co-Founder and CEO of Jacobi, commented:

"This integration marks a significant milestone in our mission to empower investment teams with scalable, truly customisable technology. By connecting Jacobi with Charles River and State Street Alpha, we're enabling clients to unlock new efficiencies and elevate their model portfolio strategies."

Steven Milanowycz, Head of Product Strategy at Charles River Development commented:

"The industry's rapid and growing adoption of customized model portfolios requires solutions that keep pace with the increased demands of investors and asset servicers. Our collaboration with Jacobi streamlines model construction and management for our clients and provides a robust and scalable solution to support their growth. Product customization is increasingly important to clients. Jacobi's innovative technology enables asset managers to allow for client specific flexibility on how investment mandates are implemented."

About Jacobi

Jacobi is a global investment technology provider for multi-asset investment teams. Capabilities include model portfolio construction, analytics, and client engagement. Its unique "open architecture" platform allows firms to tailor private deployments of the platform by integrating their own code, models, data, analytics, and applications.

Founded in 2014 with a strong foundation in institutional asset management, Jacobi is used by leading asset and wealth managers, pension funds, asset owners, and investment consultants worldwide. The firm continues to advance its capabilities, pioneering specialised AI agents within secure, client-specific environments - cementing its position as an industry leader.

About Charles River, A State Street Company

Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street's middle and back-office services, Charles River's cloud-based front office technology forms the foundation of State Street Alpha®. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure. Charles River's partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. With more than 157% increase in headcount over the last 6+ years, Charles River serves clients globally offering 24/7 support. (Statistics as of Q3 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.)

The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralize and scale their model portfolio management and compete in a rapidly growing market.

SAN FRANCISCO, June 27, 2024 /PRNewswire/ -- The utilization of model portfolios among financial advisors has emerged as a transformative force, with staggering growth in model portfolios projected to continue over the next decade. And with good reason, they offer an efficient method for diversification, risk management, and portfolio construction, with personalization features to match the unique financial goals and risk tolerances of clients.

Financial advisors are also increasingly turning to asset managers for assistance in managing the model portfolios they build and maintain for clients.  Jacobi's model management technology enables asset managers to scale the portfolio construction services they offer financial professionals. The technology enables a platform that can centralize performance and risk analytics, integrate investment workflows, and produce professional reports to share with clients.

An early adopter of Jacobi's model technology, leading asset manager T. Rowe Price has seen improved process efficiencies and enhanced engagement with clients.

Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T. Rowe Price, says:

"Jacobi's technology has enabled us to work faster and handle the increasing demand for our portfolio construction services. Having the team on one common platform through Jacobi has facilitated collaboration in real-time, which has supported our effectiveness in meeting clients' needs."

Tanya Bartolini, Chief Revenue Officer at Jacobi, says:

"Our technology helps us partner with asset managers such as T.Rowe Price to scale and connect workflows, driving enormous efficiencies – and ultimately increasing their market distribution."

About Jacobi

Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis, and client engagement. Its unique "open architecture" platform allows users to tailor the platform by integrating their own code, models, data, analytics, and applications.

Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including some of the world's leading asset and wealth managers, pension funds, asset owners, and investment consultants. 

About T.Rowe Price 

Founded in 1937, T. Rowe Price helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management of equity, fixed income, alternatives, and multi-asset investments. T. Rowe Price manages $1.54 trillion in client assets as of May 31, 2024, and it serves millions of clients globally.

The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralise and scale their model portfolio management and compete in a rapidly growing market.

BRISBANE, Australia, June 26, 2024 /PRNewswire/ -- The utilisation of model portfolios among financial advisers has emerged as a transformative force, with staggering growth in model portfolios projected to continue over the next decade. And with good reason, they offer an efficient method for diversification, risk management, and portfolio construction, with personalisation features to match the unique financial goals and risk tolerances of clients.

Financial advisers are also increasingly turning to asset managers for assistance in managing the model portfolios they build and maintain for clients.  Jacobi's model management technology enables asset managers to scale the portfolio construction services they offer financial professionals. The technology enables a platform that can centralise performance and risk analytics, integrate investment workflows, and produce professional reports to share with clients.

An early adopter of Jacobi's model technology, leading asset manager T. Rowe Price has seen improved process efficiencies and enhanced engagement with clients.

Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T. Rowe Price, says:

"Jacobi's technology has enabled us to work faster and handle the increasing demand for our portfolio construction services. Having the team on one common platform through Jacobi has facilitated collaboration in real-time, which has supported our effectiveness in meeting clients' needs."

Tanya Bartolini, Chief Revenue Officer at Jacobi, says:

"Our technology helps us partner with asset managers such as T.Rowe Price to scale and connect workflows, driving enormous efficiencies – and ultimately increasing their market distribution."

About Jacobi

Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis, and client engagement. Its unique "open architecture" platform allows users to tailor the platform by integrating their own code, models, data, analytics, and applications.

Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including some of the world's leading asset and wealth managers, pension funds, asset owners, and investment consultants. 

About T.Rowe Price 

Founded in 1937, T. Rowe Price helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management of equity, fixed income, alternatives, and multi-asset investments. T. Rowe Price manages $1.54 trillion in client assets as of May 31, 2024, and it serves millions of clients globally.

SAN FRANCISCO, Feb. 16, 2023 /PRNewswire/ -- Jacobi Strategies (Jacobi) has been selected to enhance the analytics and digital tools provided to Legal & General Investment Management's (LGIM) delegated solutions clients.

Jacobi will deliver on-demand and highly-detailed analytics on portfolios enabling LGIM to integrate their own models, data and intellectual property in a private deployment of the Jacobi software. Jacobi's technology will complement a mix of LGIM's in-house systems. 

Tony Mackenzie, Chief Executive Officer at Jacobi, says:

"We are excited to be partnering with LGIM - the UK's largest asset manager with a rich heritage in investment management.

LGIM has ambitious digitalization plans that put their clients at the forefront of the strategy. We're glad to be working with a clear market leader. LGIM has significant experience in developing their own technologies and abundant investment intellectual property - Jacobi will complement that.

We continue to see strong demand for our technology owing to the increased need for investment firms to scale and connect investment processes and enhance 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."

Tim Dougall, Head of Delegated Solutions at LGIM, says:

"We are delighted to be working with Jacobi to enhance our capabilities and create greater value for our clients. Jacobi's innovative technology platform allows us to better-leverage our proprietary analytics tools, improving real-time risk monitoring, and offering sophisticated reporting capabilities across complex client portfolios covering both public and private assets."

About Jacobi

Jacobi is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis and client engagement. Its unique 'open architecture' platform allows firms to tailor the platform by integrating their own code, models, data, analytics and applications. Founded in 2014 Jacobi provides its technology to top-tier investment organizations including some of the world's leading asset and wealth managers, pension funds, asset owners and investment consultants. 

About LGIM

Legal & General Investment Management is one of Europe's largest asset managers and a major global investor, with assets under management of US$1.6 trillion. LGIM works with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors. Over the past 40 years, LGIM has built its business through understanding what matters most to clients and transforming this insight into valuable, accessible investment products and solutions.

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BRISBANE, Australia, Feb. 15, 2023 /PRNewswire/ -- Jacobi Strategies (Jacobi) has been selected to enhance the analytics and digital tools provided to Legal & General Investment Management's (LGIM) delegated solutions clients.

Jacobi will deliver on-demand and highly-detailed analytics on portfolios enabling LGIM to integrate their own models, data and intellectual property in a private deployment of the Jacobi software. Jacobi's technology will complement a mix of LGIM's in-house systems. 

Tony Mackenzie, Chief Executive Officer at Jacobi, says:

"We are excited to be partnering with LGIM - the UK's largest asset manager with a rich heritage in investment management.

LGIM has ambitious digitalisation plans that put their clients at the forefront of the strategy. We're glad to be working with a clear market leader. LGIM has significant experience in developing their own technologies and abundant investment intellectual property - Jacobi will complement that.

We continue to see strong demand for our technology owing to the increased need for investment firms to scale and connect investment processes and enhance 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."

Tim Dougall, Head of Delegated Solutions at LGIM, says:

"We are delighted to be working with Jacobi to enhance our capabilities and create greater value for our clients.  Jacobi's innovative technology platform allows us to better-leverage our proprietary analytics tools, improving real-time risk monitoring, and offering sophisticated reporting capabilities across complex client portfolios covering both public and private assets."

--- Ends —

About Jacobi

Jacobi is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis and client engagement. Its unique 'open architecture' platform allows firms to tailor the platform by integrating their own code, models, data, analytics and applications. Founded in 2014 Jacobi provides its technology to top-tier investment organisations including some of the world's leading asset and wealth managers, pension funds, asset owners and investment consultants. 

About LGIM

Legal & General Investment Management is one of Europe's largest asset managers and a major global investor, with assets under management of US$1.6 trillion. LGIM works with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors. Over the past 40 years, LGIM has built its business through understanding what matters most to clients and transforming this insight into valuable, accessible investment products and solutions.

SAN FRANCISCO, Jan. 20, 2023 /PRNewswire/ -- Principal Asset Management^SM 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 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 bespoke, 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, says:

"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, says:

"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."

About Jacobi

Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis and client engagement. Its unique "open architecture" platform allows users to tailor the platform by integrating their own code, models, data, analytics and applications.

Founded in 2014 Jacobi provides its technology to top-tier investors across the globe including some of the world's leading asset and wealth managers, pension funds, asset owners and investment consultants. 

About Principal Asset Management^SM

With public and private market capabilities across all asset classes, Principal Asset Management^SM and its investment specialists look at asset management through a different lens, creating solutions to help deliver client investment objectives. By applying local insights with global perspectives, Principal Asset Management identifies distinct and compelling investment opportunities for more than 1,100 institutional clients in over 80 markets.^[1]

Principal Asset Management is the global investment solutions business for Principal Financial Group^® (Nasdaq: PFG), managing $484.6 billion in assets^[1] and recognized as a "Best Places to Work in Money Management^[2]" for 11 consecutive years. Learn more at . 

[1] As of September 30, 2022 
[2] Pensions&Investments, "The Best Places to Work in Money Management", December 12, 2022. 

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BRISBANE, Australia, Jan. 19, 2023 /PRNewswire/ -- Principal Asset Management^SM 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 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 bespoke, 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, says:

"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, says:

"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."

About Jacobi

Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis and client engagement. Its unique "open architecture" platform allows users to tailor the platform by integrating their own code, models, data, analytics and applications.

Founded in 2014 Jacobi provides its technology to top-tier investors across the globe including some of the world's leading asset and wealth managers, pension funds, asset owners and investment consultants. 

About Principal Asset Management^SM

With public and private market capabilities across all asset classes, Principal Asset Management^SM and its investment specialists look at asset management through a different lens, creating solutions to help deliver client investment objectives. By applying local insights with global perspectives, Principal Asset Management identifies distinct and compelling investment opportunities for more than 1,100 institutional clients in over 80 markets.^[1]

Principal Asset Management is the global investment solutions business for Principal Financial Group^® (Nasdaq: PFG), managing $484.6 billion in assets^[1] and recognised as a "Best Places to Work in Money Management^[2]" for 11 consecutive years. Learn more at . 

[1] As of September 30, 2022 
[2] Pensions&Investments, "The Best Places to Work in Money Management", December 12, 2022. 

• Brisbane founded investment technology firm Jacobi Inc. has secured USD $10m Series A Funding led by QIC
• Funding will support the development of the Jacobi platform and the continued growth of its investment management clientele globally.

BRISBANE, Australia, Sept. 20, 2022 /PRNewswire/ -- Investment technology firm Jacobi Inc. has announced it has raised $10m USD in Series A Funding, led by Queensland Investment Corporation (QIC)

Jacobi Inc. (Jacobi) will use funding to further accelerate the development of the Jacobi platform and expand its team and clientele globally.

QIC joins Jacobi's existing investors; Silicon Valley venture capital firms, Illuminate Venture Partners, 8VC and Western Technology Investment (WTI).

Joining the board of Jacobi Inc will be Crystal Russell (QIC) and Bill Miller (Makena Capital).

Founded in 2014, Jacobi provides its technology to some of the world's largest asset management firms including T.Rowe Price, MFS, LGIM and WTW. Its global client base now represents assets under management over US $7trillion.

Jacobi CEO and Co- Founder, Tony Mackenzie said: "We are proud to be backed by the highly respected global investor QIC as we continue to grow our global business. Our valued client base spans some of the world's leading global asset managers, RIAs, asset owners, investment consultants and family offices. Each of these firms have looked to Jacobi for flexible technology that is purpose built for the multi-asset investor".

Mackenzie added: "Our open-architecture means we can configure our solution to each firm's own investment strategy including their capital market assumptions, data, risk engines and optimisation techniques - and combine that with dynamic visualisation tools for better end-client engagement."

QIC Principal, Crystal Russell said: "We are delighted to be investing in Jacobi on behalf of the Queensland Business Investment Fund. Jacobi is a home-grown success with an exceptional team, world-class product and a global blue chip client base. The asset management industry is undergoing a widespread digitalisation with software driven tools enabling more in-depth portfolio analysis and increased client engagement. Jacobi's product is proving to be a critical tool for some of the world's most sophisticated asset managers."

Jacobi's technology transforms front office-to-end-client investment processes enabling portfolio design, analytics, and client engagement. The cloud-based platform provides a powerful and highly customizable suite of tools for designing, managing and visualizing multi-asset portfolios.

For more information, visit .

About Jacobi

Jacobi Strategies (Jacobi) provides cloud-based technology to support the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement. Jacobi's open architecture means the platform is highly flexible with users able to integrate their own models, data, analytics and code. Jacobi provides its technology to top-tier global investment firms including asset owners, asset managers, wealth managers and investment consultants. Headquartered in San Francisco, and with offices in Australia and the United Kingdom, Jacobi is led by a team of investment professionals and world-class engineers.