Get Half Your Day Back
Robo-advisors offer new technology, providing automated, risk-tailored portfolios, while Turnkey Asset Management Platforms (TAMPs) deliver a more personalized experience with human advisors and broader investment options. Cy, short for Cyborg, is WBI’s innovative turnkey platform, blending the efficiency of a Robo-advisor with the personalized service of a human advisor. This powerful fusion of best-in-breed technology and human expertise empowers advisors to deliver tailored solutions, enhance client engagement, and streamline operations.
Award-Winning Technology*
*Please note that consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications to each organization for review. WBI Investments LLC and CyborgTech LLC did not directly or indirectly compensate Fintech Breakthrough Awards for any rankings and/or awards. The awards programs are conducted on an annual basis. The companies received the Fintech Breakthrough Award in March 2021, March 2022, March 2023, March 2024, and March 2025. For more information on the award categories and criteria, visit FinTech Breakthrough.
Closing the Gap
A recent study by DALBAR reveals that behavioral biases are a major cause of investor underperformance. Over a 20-year period, the average equity investor earned an annualized return of 6.8%, compared to the S&P 500’s 9.4%. This 2.6% gap, driven by poor timing and emotional reactions, compounds over time, leading to significant underperformance and missed growth opportunities. Our investment technology is designed to address these challenges, helping investors align strategies with goals, manage risk effectively, and stay disciplined through market cycles.
Separately Managed Accounts
The Future is Personalized
A recent McKinsey report reveals that 80% of consumers say personalization is important, highlighting the demand for solutions that seamlessly integrate technology with human advice. Cy, WBI's turnkey platform, is purpose-built to meet this need, combining advanced technology with personalized, advisor-driven strategies to deliver tailored solutions and exceptional client experiences.
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