We Boldly Go Where No Platform Has Has Gone Before
We started from scratch.
See award disclosure below.*
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.
A personalized approach offers tailored portfolios and improved confidence to achieve financial goals effectively.
The loss simulator produces a gut-check reaction to loss during bear markets.
Take the emotion out of investing with data-driven decision making.
Back Office Support
Our back office support marries the power of cutting-edge technology with the expertise of seasoned industry professionals, ensuring a seamless and efficient onboarding experience for all clients. Every service request is met with agility, precision, and a dedication to problem-solving, ensuring a superior customer experience that sets us apart.
Our state-of-the-art automated email notification system keeps advisors and their staff fully informed, providing timely updates when an account has been opened, funded, and traded, thereby fostering seamless communication and optimal efficiency.
Our sophisticated integrated billing system takes the burden of account billing off the advisors' plates, enabling them to dedicate more of their valuable time and effort to their primary roles and services.
We provide daily reporting through BlackDiamond, ensuring you receive timely insights. In addition, we integrate seamlessly with widely-used reporting and aggregation systems like Orion, Albridge, eMoney, and others.
*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 and Finvoate. 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 2021, March 2022, and March 2023. The companies were Finalists for the WealthManagment.com Industry Awards in June 2020 and June 2021, US FinTech Awards in April 2021, and Finovate in June 2022. For more information on the award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, or WealthManagement.com.
All screenshots are for illustrative purposes only.