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Trend Lines

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Talkin’ 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 they can do to upgrade their relationships with their clients. Take a look.

Polly Portfolio in Trend Lines

Four tech tools for deeper client relationships

Our friends at Financial Planning magazine recently allowed us to introduce their readers to Greg, a wealth adviser focused on deepening his client relationships to serve them better and keep his business growing.

Polly Portfolio in Trend Lines

Technology and Client Retention for Financial Advisors

Building a relationship starts with talking, and most advisors and clients need to be talking more.

Jasen Yang in Trend Lines

Technology for keeping measure of the Trump rally

Markets are on the move. How is an investment strategist supposed to keep track of what markets are getting overheated and which still look cheap? Trust us, you can do it, but Sophograph can help.

Polly Portfolio in Trend Lines

Introducing Polly Portfolio’s Enterprise Solutions for Investing

We are pleased to announce our two new service offerings for enterprise: Bespoke Custom Investing for wealth advisors and Sophograph for investment strategists. These two unique offerings further our mission of using…

Jasen Yang in Trend Lines

Doing too much, too late, in digital wealth management

Our friends at RIABiz asked me to share some thoughts on roboadvisors and innovation in digital wealth management. And did I ever share.

Polly Portfolio in Trend Lines

Video: Chatting with NASDAQ about fintech, privacy, and hotness

Our CEO Jasen Yang chatted with NASDAQ at the Markets Media Summer Trading event at Google HQ here in New York.

They talked about what’s so hot about fintech today (as opposed to the use of…

Polly Portfolio in Trend Lines

Hello, World!

Today, we’re launching Trend Lines, a publication for our friends in the industry: wealth managers, investment managers, and…