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Announcing New Releases to the Cy Platform

Updated: Mar 14

In an era where financial advisory services are rapidly evolving, staying ahead requires not just keeping pace with technology but leveraging it to create unparalleled value for clients. WBI is proud to announce a series of groundbreaking updates to our revolutionary "Cy" platform, designed to significantly enhance the way financial advisors engage with clients and manage portfolios. This platform, a harmonious blend of Robo Advisor efficiency and the personalized touch of Turnkey Asset Management Platforms, is now even more powerful with our latest releases. Moreover, signing up is absolutely free, and we're offering a 7-day free trial to all advisors, ensuring you can experience the full breadth of Cy's capabilities firsthand.

A New Paradigm in Wealth & Investment Technology

The Cy platform is WBI's flagship innovation in conjunction with software affiliate CyborgTech LLC, crafted meticulously to meet and exceed the dynamic needs of today's financial advisors. It's a testament to our unwavering commitment to blend the convenience of automated advising with the depth of personalized financial strategies. Cy serves as a comprehensive toolkit for advisors seeking not just to navigate the complexities of the market but to redefine them, offering a level of client engagement and operational efficiency previously thought unattainable.

Whether you're an advisor looking for a full turnkey solution or prefer to manage portfolios directly, Cy provides the flexibility, tools, and resources to tailor your approach to client management. Additionally, the platform streamlines the proposal generation process, integrating seamlessly with Envestnet to offer a smooth, efficient workflow that enhances your advisory capabilities.

A Subscription Model that Fits Your Needs

To ensure that financial advisors can leverage our platform to its fullest potential, the Cy platform is available through a flexible subscription service. Starting at just $500 per seat annually for access to models, with a premium version offered at an affordable $1000 annually, advisors can choose the tier that best suits their needs. And with the introduction of a free signup and a 7-day trial, exploring the Cy platform has never been easier or more accessible.

What's New on the Cy Platform?

Our latest updates are designed to significantly expand the capabilities of the Cy platform, introducing a suite of features that cater to the evolving demands of the financial advisory landscape:

  • Expanded SMA Offering: Dive into a richer array of Separately Managed Accounts, allowing for more diverse investment strategies that cater to specific client needs.

  • More Machine Optimized Portfolios: Access hundreds of additional portfolios, each optimized through advanced machine learning to ensure adaptive, tailored investment solutions.

  • New Direct Indexing: Offer clients personalized tax management strategies through direct ownership of stocks, enhancing portfolio customization.

  • Business Valuation & Succession Planning Software: We also offer access to a state-of-the-art business valuation, succession planning, and business building software service, designed to support advisors in scaling their practices and planning for the future with confidence.

These enhancements are just the beginning. The Cy platform is continuously evolving, driven by our commitment to innovation and excellence in the financial advisory sector.

Why Choose the Cy Platform?

Choosing the Cy platform means not just accessing a tool but embracing a partner dedicated to your growth and success as a financial advisor. The new features and integrations are crafted to empower advisors, enabling you to:

  • Elevate client engagement through personalized, efficient service delivery.

  • Streamline operations, reducing administrative overhead and focusing more on strategic decision-making.

  • Access cutting-edge tools for business development, including valuation and succession planning resources.

In short, the Cy platform is designed to transform the way financial advisors operate, delivering value that transcends traditional advisory services and sets new benchmarks for success in the industry.

Join Us on the Journey

We invite you to explore the future of financial advisory services with WBI's Cy platform. Sign up today for free and take advantage of our 7-day trial to discover how our latest releases can enhance your advisory practice. Gain access now at [] and join a community of forward-thinking advisors who are redefining the standards of excellence in financial advisory services.

With WBI's Cy platform, the future isn't just bright; it's groundbreaking. Welcome to the next level of financial advisory services, where technology meets personalized care, and where your growth is our priority. Let's redefine success together.


Past performance is not indicative of future results. This is not an offer to buy or sell any security.

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

The Cy Platform

For Financial Intermediary Use Only. The Cy Platform is solely for use by investment advisers, investment adviser representatives, broker-dealers, registered representatives, insurance agents and other investment professionals and financial intermediaries (collectively, "financial intermediaries"). The information provided through the Cy Platform is intended to provide financial intermediaries with information and analysis to assist them in making investment decisions on behalf of their clients.


The Cy Platform serves as a portal that provides financial intermediaries with access to various investment strategies referred to as the "Cy Optimized Portfolios." CyborgTech, LLC (CyborgTech) owns the technology and intellectual property for the Cy Platform. The Cy Optimized Portfolios are based on a proprietary algorithm licensed to financial intermediaries by CyborgTech, which is affiliated with WBI Investments LLC (WBI). WBI is responsible for the investment-related aspects of the Cy Platform. References to “Cy” or its methodology and outputs refer to the algorithms designed by WBI and offered by CyborgTech through the Cy Platform.


Neither WBI nor CyborgTech independently evaluates the suitability of, or recommends any, funds, investments, or investment strategies for a financial intermediary’s clients. Investment decisions are made by the financial intermediaries based on their own independent judgment.


Unless otherwise indicated all performance is sourced from Bloomberg.


The views presented are those of the authors and webinar or podcast hosts/participants, and should not be construed as investment advice. The authors, podcast participants, webinar hosts, or clients of WBI Investments, LLC (WBI) may own stock discussed in these insights. WBl is an investment adviser in New Jersey. WBl is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBl only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI's current written disclosure brochure filed with the SEC which discusses among other things, WBI's business practices, services and fees, is available through the SEC's website at: This site contains links to third-party websites. WBl does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.

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