The Future of Wealth Management is Personalized

To meet client needs, advisors must deliver tailored solutions at the right time. Our platform combines advanced analytics with human insight to create a personalized, client-focused experience. By aligning recommendations with unique goals and factors like timing and trust, it fosters stronger relationships and better outcomes. With 66% of mass affluent and high-net-worth investors seeking greater personalization (PwC), the platform enables advisors to curate tailored recommendations and diverse solutions, ensuring advice is timely and impactful.​​​​​

Morningstar reports that 62% of investors identify “maximizing returns and minimizing losses” as their most popular investment strategy. Our platform is purpose-built to address these concerns, leveraging a sophisticated optimization engine to curate multi-manager model portfolios that solve for risk first. By tailoring portfolio construction to each client’s specific risk tolerance, the platform seeks to maximize returns within those boundaries. This personalized, risk-aware approach ensures clients receive strategies that align with their priorities, combining security with performance in a scalable, efficient manner.​​​

According to Accenture, 79% of investors expect advisors to offer banking and insurance products. Our platform meets this need by integrating banking, lending, insurance, and wealth management into a personalized experience. Through our partnership with Pershing, a BNY Mellon company, we provide comprehensive banking and lending solutions to enhance liquidity and address complex financial needs. Additionally, access to Nationwide annuity programs further broadens the range of solutions available to advisors and their clients.

Effective advice begins with understanding clients and tailoring recommendations through goals-based planning and tax-aware advice aligned with long-term objectives. With 42% of investors prioritizing “finding the best advisor to meet their unique needs” (Morningstar), our KYC process delivers calculated benchmarks for required returns and an intuitive risk assessment. This empowers advisors to provide personalized strategies that resonate with clients and achieve their financial goals.

Our platform offers a wide range of investment options, from traditional stocks and bonds to specialized and alternative assets, enabling advisors to craft strategies tailored to clients' goals, risk tolerance, and financial situations. With 53% of clients willing to entrust more assets to advisors offering diversified solutions (Accenture), the Cy platform delivers over 1,000 model portfolios, separately managed accounts, and direct indexing. This comprehensive selection empowers advisors to provide personalized, high-value experiences aligned with each client’s unique needs.

According to Accenture, 55% of investors might switch to a new advisor if they offer superior technology. Our platform provides end-to-end efficiency across the entire client lifecycle. With advanced digitization technology, advisors can deliver personalized experiences, offer more value-added advice, and provide truly differentiated services that set them apart in the marketplace.