Jacobi Integrates with Charles River for Enhanced Portfolio Management

Jacobi Inc. has announced its integration with the Charles River Investment Management Solution (Charles River IMS), announced in a press release. This integration aims to support institutional asset managers and wealth managers in scaling their model portfolio capabilities. The API-driven integration allows clients to construct, customize, and manage investment models within Jacobi, which can then be transmitted directly into Charles River IMS for implementation.

This collaboration streamlines workflows and enhances operational efficiency across front-office teams. The integration also includes compliance checks to ensure that portfolios adhere to regulatory and internal guidelines before execution. Additionally, Jacobi integrates with the State Street Alpha Data Platform, providing clients with a turnkey data solution that simplifies access to critical investment data.

Charles River and Jacobi's partnership creates a powerful end-to-end solution for modern portfolio management, combining Jacobi's flexible architecture with Charles River's robust order and execution management capabilities.