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FinovateSpring Sneak Peek: Polly Portfolio


FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

Polly Portfolio provides technology for wealth and asset managers that empowers financial advisers and clients to utilize investment research exactly how they want.


  • Transform investment research from static and prescriptive to interactive and conversational
  • Incorporate client opinions into dynamic investment models
  • Experience low friction/high frequency digital interactions

Why it’s great
Polly Portfolio is passionate about making world-class investment research more accessible and more useful through interactivity.

Presenter: Jasen Yang, CEO and FounderPollyPortfolio_JasenYang Yang is a 16-year finance vet, last as a partner at a $13 billion alternative asset management firm. He left an MD/PhD in computational neuroscience to design financial products and wants to make up for that.