Polly Portfolio embeds robo-advice tool in Facebook Messenger
Polly Portfolio has launched a chatbot for Facebook Messenger. Polly Chat engages users in conversation about financial news, using responses to build a financial profile and generating trade ideas. 

What do you do when you need a friend to geek out with about financial news and investment-portfolio decisions? Create a bot, of course! Polly Portfolio, wealth management technology platform for asset managers, launched an investment chatbot for Facebook Messenger this week. The free bot, named Polly Chat, engages the user in a conversation about recent financial news headlines and creates a financial profile and customized trade ideas based on the user’s responses.

In a blog post, the New York-based company said that it created Polly Chat because “it only makes sense to build a chat bot when you have something to chat about. We do.” The company went on to explain that large financial firms have teams of research analysts who are very knowledgeable about economic developments but lack the ability to communicate the news to clients in an interactive way. Polly Portfolio added, “Our investment chat bot is a new interface to deliver on the basic premise: that investors should—and can—have a say in investment decisions without doing all the work.”

Users can either build a customized investor-profile with a five-minute chat, or they can take the time to interact with questions about all 50+ news headlines. Here’s the link to get started.

Founded in 2014, Polly Portfolio’s CEO Jasen Yang (founder) and COO & CFO Tom McCosker debuted Polly Sophograph at FinovateSpring 2016. Sophograph incorporates client opinions into dynamic investment models which create a recorded, auditable conversation around investment research.