Turnkey Platform | WBI
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A Fresh Perspective

Our groundbreaking technology masterfully merges the efficiency and convenience of Robo Advisors with the personalized touch of a Turnkey Asset Management Platform. Specially crafted for financial advisors, this innovative platform not only enhances client engagement but also fosters scalable personalization and streamlines operational execution

Unrivaled Efficiency

Our platform's front-to-back efficiency streamlines every aspect of your practice, enabling the delivery of personalized solutions at scale.

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Engaging Advisor-Client Interface

Robust Investment Selection

Turnkey Back Office Support

The intuitive interface boasts a proprietary loss simulator, designed to evoke a visceral reaction to market downturns and assess clients' loss tolerance. Alongside, the Required Rate of Return calculator helps tailor investment strategies to each client's unique financial goals. This combination ensures a highly personalized and effective advisory experience, focused on understanding and aligning with each client's comfort level and needs.

Our platform offers a robust investment selection, designed to cater to a wide range of investor preferences and goals. This extensive array of investment options includes a diverse mix of asset classes, from traditional stocks and bonds to more specialized and alternative investments. This diverse portfolio offering allows financial advisors to craft customized investment strategies that align precisely with their clients' objectives, risk tolerance, and financial situations.

Our turnkey back office offers a streamlined approach for financial advisors, featuring digital NIGO-less onboarding to expedite and simplify client onboarding. It enhances operational efficiency with automated advisor notifications for proactive client management and includes an integrated, hassle-free billing system. Additionally, the platform ensures seamless connectivity with leading reporting solutions such as Orion, BlackDiamond, and Albridge.

“By combining critical financial planning concepts with one of the most advanced portfolio optimizations currently on the market, Cy is helping advisors get straight to the heart of a client’s reality and reframe the advisor-investor relationship."

James Johnson, Managing Director, Fintech Breakthrough

Awards & Honors*

Finalist
2020 WealthManagement.com Awards
Best New Product
Finalist
2021 US FinTech Awards
WealthTech of the Year
Winner
2022 FinTech Breakthrough Awards
Best Robo Advisory Platform
Winner
2023 FinTech Breakthrough Awards
Best Robo Advisory Platform
Finalist
2023 US FinTech Awards
Rising Star of the Year
Winner
2021 FinTech Breakthrough Awards
Best Robo Advisory Platform
Finalist
2021 WealthManagement.com Awards
Best Client Profiling & Risk Assessment
Finalist
2022 Finovate Awards
Best Wealth Management Solution
Finalist
2023 US FinTech Awards
WealthTech of the Year
Finalist
2023 Banking Tech Awards
Tech of the Future
Winner
2024 FinTech Breakthrough Awards
Wealth Management Innovation

If you’d like more information, book a meeting with one of our experts.

*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, Banking Tech and Finovate. 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 of 2021, 2022, 2023, and 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. 

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