Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management

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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.