Video

Challenging the Existing Wealth Management Workflow

A tale of true partnership

Last year, we partnered with the investment technology platform provider, Jacobi, integrating the Axioma Portfolio Optimizer and factor risk models into their highly visual, end-to-end workflow platform for equity and multi-asset investment managers and wealth managers.

A truly joint solution, users of the platform benefit from our decision intelligence tools in a crisp, intuitive interface for more streamlined workflows and dynamic client and stakeholder engagement.

Our Head of Commercial Partnerships, Courtney Scharff, sat down with Tanya Bartolini, Co-Founder of Jacobi and the head of the Axioma Wealth Management business, Chris Canova, to discuss the partnership, trends in investment management technology and the challenges that the offering solves for.

Part I: About the Axioma x Jacobi solution

Part II: The drivers of change in the wealth management industry

Part III: Discussing the competition

Part IV: The practical applications: Running what if scenarios on the fly

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