Polly Portfolio

It's often unclear where the fees associated with traditional wealth management go and virtually impossible to know if they're helping your portfolio's perfomance. Polly Portfolio is an application for people who already understand the importance of investing and just need the tools to manage their portfolios at a professional level.

The name Polly is a reference to the company's multifaceted approach, "poly", and also an opportunity to introduce a memorable mascot, "Polly".