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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.

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Loss Simulator

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Tailored Portfolios

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Multi-Custody

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No NIGOs

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WBI Investments LLC

331 Newman Springs Road

Suite 143

Red Bank, New Jersey 07701

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General Inquiries:
732-842-4920

Customer Care:
wbi@wbiinvestments.com

© 2024 by WBI Investments, LLC

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms & Conditions and Privacy Policy.

Past performance is not indicative of future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all the time. This information is compiled from sources believed to be reliable, but accuracy cannot be guaranteed.

You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor.

Additional information about WBI’s advisory operations, services, conflicts of interest and fees are in the Form ADV, which is available upon request or on the SEC’s website at http://www.adviserinfo.sec.gov.

WBI is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training.

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