Get Half Your Day Back
Robo-advisors offer new technology, providing automated, risk-tailored portfolios, while Turnkey Asset Management Platforms (TAMPs) — often seen as outdated “dinosaur tech” — deliver a more personalized experience with human advisors and broader investment options.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. Application fees were paid for the US Fintech Awards and Finvoate. WBI Investments LLC and CyborgTech LLC did not directly or indirectly compensate WealthManagement.com Industry Awards or 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, and March 2024. The companies were Finalists for the WealthManagment.com Industry Awards in June 2020 and June 2021, US FinTech Awards in April 2021 and April 2023, Finovate in June 2022, and BankingTech Awards in March 2023. For more information on the award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, Banking Tech Awards USA, or WealthManagement.com.
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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