Aberdeen Portfolio Solutions partners with Jacobi to enhance MPS proposition

Aberdeen Portfolio Solutions Limited (APSL) has announced it will be working with Jacobi to improve its model portfolio capabilities.

Under the agreement, the discretionary fund manager will adopt the technology provider’s Model Portfolio Management System (MPMS) to enhance and industrialise its model portfolio rebalancing process.

The system will also look to deliver advanced forward-looking analytics and complement its compliance and governance framework.

APSL will integrate a suite of proprietary models, tools and processes, as part of its usage of Jacobi, into its own private version of the software.

“Working with Jacobi represents an important step forward for our MPS proposition,” said Aberdeen Adviser head of investment solutions, Mark Hopcroft.

“This partnership enables us to further enhance the efficiency of our internal processes, supporting better outcomes for advisers and their clients. It reinforces our commitment to maintaining a robust, scalable and forward-looking MPS offering.”

Jacobi co-founder and CEO, Tony Mackenzie, added: “We’re excited to be working with Aberdeen to take their model portfolio capabilities to the next level.

“Our MPMS is built to bring efficiency and institutional-grade rigour to the entire investment process - from portfolio construction through to rebalancing and oversight.

“This partnership is about helping Aberdeen scale with confidence, deepen insight, and continue delivering strong outcomes for advisers and their clients.”

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