FinovateSpring 2016 / Polly Portfolio

Presenter Profile:

How they describe themselves: Polly Portfolio is investment management technology for wealth and asset managers to deliver solutions for what is on your clients’ minds. The founding team includes management committee members from a $900mm global macro hedge fund. Our vision is a world where users-clients and advisors-can have direct access to investment algorithms through beautiful and intuitive interfaces, eliminating the tradeoff between customized investment solutions and elite investing advice.

How they describe their product/innovation: Polly Sophograph transforms investment research from being static and prescriptive to being interactive and conversational. Clients are walked through having their opinions incorporated into dynamic investment models, given unprecedented transparency into how the strategy behaves, and provided natural language explanations of the model dynamics. Low-friction digital interactions with clients allow wealth advisors proactively service their clients with an enhanced understanding of what is on their client’s minds. And the flexible investment engine allows each step of clients’ investment decisions to be automated, recorded and auditable, enhancing risk management and compliance.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms


Bus. Dev. & Press: Jasen Yang,, 212-205-6715
Sales: Tom McCosker,, 212-205-6851

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