Jacobi Selected by Aberdeen Portfolio Solutions to Enhance Model Portfolio Management
Jacobi has been selected as a technology vendor by Aberdeen Portfolio Solutions Limited (APSL) to enhance its model portfolio capabilities. The partnership involves the use of Jacobi's institutional-grade Model Portfolio Management System (MPMS), which will streamline APSL’s rebalancing process, provide advanced analytics, and support compliance efforts. Mark Hopcroft from Aberdeen Adviser emphasized that this collaboration is a significant step in improving their Managed Portfolio Service (MPS) offering. Tony Mackenzie of Jacobi noted the platform's ability to bring efficiency and institutional-grade rigor to investment processes, helping APSL scale effectively while delivering strong outcomes for clients. Jacobi’s open architecture allows integration with proprietary models and tools, making it a flexible solution for wealth managers seeking robust MPMS technology.
Topics: investment technology model portfolio management partnership