Polly PortfolioinTrend LinesTalkin’ about better talkin’Our CEO Jasen Yang was on AssetTV recently, talking to Gillian Kemmerer about the pressures financial advisors face and the simplest thing…Jul 18, 2017Jul 18, 2017
Polly PortfolioinTrend LinesFour tech tools for deeper client relationshipsOur friends at Financial Planning magazine recently allowed us to introduce their readers to Greg, a wealth adviser focused on deepening…Mar 1, 2017Mar 1, 2017
Polly PortfolioinTrend LinesTechnology and Client Retention for Financial AdvisorsBuilding a relationship starts with talking, and most advisors and clients need to be talking more.Feb 16, 2017Feb 16, 2017
Polly PortfolioinTrend LinesSuccessful Advisors Use Technology to Engage Prospective ClientsBusiness development is an important part of any business. For financial advisors, prospecting is particularly challenging because advisors…Jan 3, 2017Jan 3, 2017
Polly PortfolioinTrend LinesEnsure Fiduciary Compliance with Powerful AnalyticsOn April 10, 2017, the Department of Labor’s (DOL) new Fiduciary Rule will start to take effect, altering the landscape of financial advice…Dec 8, 2016Dec 8, 2016
Polly PortfolioinTrend LinesInvestment Advisors Prove Value Through CustomizationIf you’re an investment advisor, you’ve probably been busily adapting your business for a rapidly changing world, and you know that’s far…Nov 15, 2016Nov 15, 2016
Polly PortfolioinTrend LinesIntroducing Polly Portfolio’s Enterprise Solutions for InvestingWe are pleased to announce our two new service offerings for enterprise: Bespoke Custom Investing for wealth advisors and Sophograph for…Oct 24, 2016Oct 24, 2016
Polly PortfolioinTrend LinesVideo: Chatting with NASDAQ about fintech, privacy, and hotnessOur CEO Jasen Yang chatted with NASDAQ at the Markets Media Summer Trading event at Google HQ here in New York.Aug 15, 2016Aug 15, 2016
Polly PortfolioinTrend LinesHello, World!Today, we’re launching Trend Lines, a publication for our friends in the industry: wealth managers, investment managers, and technologists…Jul 28, 2016Jul 28, 2016
