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Join Us for "WBI Turnkey Platform" Webinar

Updated: Oct 26

On November 1st, 2023 at 11:00 AM EST, our team at WBI will be hosting a webinar discussing our award-winning* Turnkey Platform for advisors, also known as Cy.


Cy is an innovative wealth management technology platform that combines financial planning tools with cutting-edge machine optimization. With Cy, you have access to powerful portfolios that are designed to target loss and maximize returns by utilizing features such as personalized profiling and the loss simulator that tailor the portfolio to individual needs. The platform also features multi-custodial onboarding, rebalancing, reporting, and billing. Cy works like a robo-advisor, but with a human touch.







See award disclosure below.*



About Turnkey Asset Management

Robo-Advisors are automated investment platforms that typically offer asset allocated portfolios based on a client's risk tolerance and investment goals. Turnkey Asset Management Platforms offer more personalized approaches with human advisors and a wider range of investment options. By combining these two concepts into a new wealth tech platform, we offer investors the convenience and engagement of a Robo Advisor with a more personalized approach, a wider range of machine optimized investment options, and a human advisor.


If you are interested in joining us for the webinar, use the button below to RSVP. We look forward to seeing you there!




To learn more about WBI, visit our website.





*Consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications for review, but did not directly or indirectly compensate Fintech Breakthrough Awards for any rankings and/or awards. The awards programs are conducted on an annual basis. The companies received the award in March 2021, March 2022, and March 2023. For more information on the award categories and judging process, visit FinTech Breakthrough.



DISCLOSURE


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 http://www.adviserinfo.sec.gov.


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.


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Unless otherwise indicated all performance is sourced from Bloomberg.

Disclosure

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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: www.adviserinfo.sec.gov. 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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