Jacobi Selected as Tech Solution for Aberdeen's Model Portfolio Service

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Jacobi Inc. (2026, September 18). Jacobi selected by Aberdeen Portfolio Solutions Limited as a technology vendor to accelerate growth of its managed portfolio service. PR Newswire. https://www.prnewswire.com/news-releases/jacobi-selected-by-aberdeen-portfolio-solutions-limited-as-a-technology-vendor-to-accelerate-growth-of-its-managed-portfolio-service-302881526.html

Jacobi has been selected by Aberdeen Portfolio Solutions Limited (APSL) to enhance the discretionary fund manager's model portfolio capabilities.
Jacobi's institutional-grade Model Portfolio Management System (MPMS) will enhance and industrialize APSL's model portfolio rebalancing process, deliver forward-looking analytics and complement its compliance and governance framework.
APSL will integrate a range of proprietary models, tools and processes into its own private version of the Jacobi software.
Mark Hopcroft, Head of Investment Solutions at Aberdeen Adviser, said the partnership further enhances the efficiency of internal processes and supports better outcomes for advisers and their clients.
Tony Mackenzie, Co-Founder and CEO of Jacobi, said the MPMS is built to bring efficiency and institutional-grade rigor from portfolio construction through to rebalancing and oversight.
As at 31 March 2026, APSL was responsible for £3.4bn of assets under management across all six MPS solutions, an offering launched in 2011.
Founded in 2014, Jacobi provides open-architecture investment technology to asset and wealth managers, pension funds and consultants, and has seen strong demand from wealth managers for institutional-grade MPMS technology.

Knote: This is the sort of thing that needs to happen across the entire European MPS market and something we see as a key WealthTech theme over the next 5 years. Check out this conference in London Sept 29 by TWM: UK MPS - Talking Technology