top of page
Get Half Your Day Back
A new breed in TAMP technology
Robo Advisors are automated investment platforms that typically offer asset allocated portfolios based on a client's risk tolerance. Turnkey Asset Management Platforms offer more personalized approaches with human advisors and a wider range of investment options. By combining these two concepts into a new Cyborg wealth technology platform, WBI offers advisors and their clients the convenience, efficiency, and engagement of a Robo with a human advisor to deliver a more personalized approach.
STAY IN THE KNOW
bottom of page