From Fintech to Growthtech
According to Kitces' research, the average financial advisor spends only 20% of their week meeting with clients, while the other 80% is spent on administration, investment management, and operational tasks. That’s four out of five days lost to process instead of progress. Worse, many “fintech” platforms only add more complexity. They enable tasks — but they don’t execute them. The result is more clicking, more toggling, and less advising.
The Future of Advisor Platforms Is Growthtech
WBI’s Cy platform fuses automation with execution — enabling enterprises to deliver more value, faster, with less cost.
The Problem: Advisors Are Drowning in Technology
Technology was supposed to make life easier. But in wealth management, most advisors are still buried under fragmented systems, duplicate workflows, and outdated tech stacks that don’t talk to each other.
According to Kitces Research, the average financial advisor spends only 20% of their week meeting with clients, while the other 80% is spent on administration, investment management, and operational tasks. That’s four out of five days lost to process instead of progress.
Worse, many “fintech” platforms only add more complexity. They enable tasks — but they don’t execute them. The result is more clicking, more toggling, and less advising.
The Shift: From Fintech to Growthtech
It’s time for a new model — one that doesn’t just streamline the work, but does the work.
That’s where Growthtech comes in.
Growthtech combines the power of automation with human intelligence to simplify everything an advisor touches — so firms can focus on growth, not grunt work.
WBI’s Cy platform is built on that principle. It doesn’t just support your business; it actively runs it.
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Unified Advisor Experience: Cy unites front-, middle-, and back-office functions into one cohesive system. Advisors can open accounts, rebalance portfolios, and generate reports — all without leaving the platform. No toggling between tools, no redundant data entry, no wasted motion.
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Operational Leverage at Scale: Other platforms enable advisors to do the work. Cy executes it.From onboarding to trading, billing, reporting, and service, the platform automates every step. Firms gain capacity without adding headcount — transforming efficiency into margin and growth.
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Frictionless Expansion: When inefficiency disappears, capacity appears. Cy enables firms to grow advisor count, AUM, and profitability simultaneously by removing operational friction. It’s scalable, flexible, and built for both boutique RIAs and large enterprises.
The Outcome: Time Reclaimed, Growth Unlocked
Advisors didn’t join this profession to manage systems — they joined to manage relationships.
Growthtech gives them that time back.
WBI’s Cy platform redefines what technology can do by merging automation, intelligence, and execution into one integrated experience. The result? Advisors spend less time operating their business and more time growing it.
Press the Easy Button
This is your business re-envisioned.
One platform. One process. One focus: growth.
Easy Button, engaged.
