T. Rowe Price and Jacobi Innovate Model Portfolio Management

The demand for technology to support model portfolio management and portfolio construction services is increasing as businesses strive to enhance their capabilities in a competitive market. Model portfolios have revolutionized the way financial advisers operate, offering efficient ways to diversify investments and tailor portfolios to clients' needs.

Financial advisers are turning to asset managers for assistance in managing model portfolios. Jacobi's model management technology has been instrumental in helping asset managers improve their portfolio construction services. The platform centralizes analytics, integrates workflows, and generates professional reports for client communication.

T. Rowe Price, a leading asset manager, has seen operational efficiencies and client engagement soar after adopting Jacobi's technology. Chris Augelli from T. Rowe Price praises the platform for enabling them to work more efficiently and meet the growing demand for their services.

Jacobi Inc., a global investment technology provider, simplifies investment processes and supports portfolio design, analysis, and client interaction. Their platform allows users to customize technology by integrating their own models, data, analytics, and applications.

Established in 1937, T. Rowe Price is a renowned asset management company that manages $1.54 trillion in client assets as of May 31, 2024. With a focus on investment excellence and retirement solutions, the firm prioritizes client interests and offers expertise in retirement planning and active management across various asset classes.

The integration of technology in model portfolio management is reshaping the financial advisory landscape, providing more efficient and tailored services to clients. With companies like Jacobi and T. Rowe Price leading the way, the future of model portfolio management looks promising for both financial professionals and investors.