Blending Behavioral Insights, Advanced Analytics, and Human Expertise to Optimize Financial Outcomes
All-In-One Cyborg Wealth Platform
Cy, short for Cyborg, combines the unmatched precision of advanced technology with the personal touch of human financial advice. Designed to eliminate inefficiencies, Cy gives advisors back half their day while enabling them to scale a highly personalized and repeatable approach to wealth management. Advisors don’t need to build, manage, or trade portfolio models—Cy empowers them to select the right strategies, adjust risk levels, diversify portfolios, and leverage different management styles to optimize client outcomes. With tools to calculate required returns, assess acceptable loss levels, and access a massive portfolio library, Cy provides everything needed to grow a practice consistently and efficiently. Differentiate yourself, lead with innovation, and join the future of financial advising.
Personalization at Scale
Cy empowers advisors to deliver tailored solutions with a vast portfolio library that caters to individual client goals, risk tolerance, and investment preferences. This ensures every client receives a customized experience without compromising efficiency.


Loss Simulator
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Tailored Portfolios
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Multi-Custody
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No NIGOs
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