🏆 Award-Winning* Advisor Platform
WBI’s platform redefines what “outsourced” means. We don’t just give you tools — we do the work for you. From onboarding to trading, rebalancing, reporting, and billing, WBI handles your middle and back office so you can focus on what matters most: advising clients, growing relationships, and increasing revenue without working harder.
From Fintech to Growthtech
According to Kitces' research, the average financial advisor spends only 20% of their week meeting with clients, while the other 80% is spent on administration, investment management, and operational tasks. That’s four out of five days lost to process instead of progress. Worse, many “fintech” platforms only add more complexity. They enable tasks — but they don’t execute them. The result is more clicking, more toggling, and less advising.
WBI Separately Managed Accounts (SMAs)
WBI gives advisors the freedom to choose. Our SMAs can be directly deployed through the WBI "Cy" platform or accessed on leaning third-party platforms, such as Envestnet and SMArtX. For firms using Schwab, Fidelity or Pershing, WBI can also serve as a sub advisor, providing seamless access to our strategies within your existing custodian infrastructure.
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WBI Power Factor AI -- Available on Cy or Sub-Advisory
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WBI Power Factor Growth Momentum -- Available on Cy or Sub-Advisory
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WBI Power Factor Growth Quality -- Available on Cy, Envestnet, SMArtX, or Sub-Advisory
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WBI Power Factor All Cap Rising Dividends -- Available on Cy, Envestnet, SMArtX, or Sub-Advisory
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WBI Power Factor SMID Rising Dividends -- Available on Cy or Sub-Advisory
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WBI Power Factor All Cap High Dividend -- Available on Cy or Sub-Advisory
The Future is Personalized
A recent McKinsey report reveals that 80% of consumers say personalization is important, highlighting the demand for solutions that seamlessly integrate technology with human advice. Cy, WBI's turnkey platform, is purpose-built to meet this need, combining advanced technology with personalized, advisor-driven strategies to deliver tailored solutions and exceptional client experiences.
Closing the Gap
A recent study by DALBAR reveals that behavioral biases are a major cause of investor underperformance. Over a 20-year period, the average equity investor earned an annualized return of 6.8%, compared to the S&P 500’s 9.4%. This 2.6% gap, driven by poor timing and emotional reactions, compounds over time, leading to significant underperformance and missed growth opportunities. Our investment technology is designed to address these challenges, helping investors align strategies with goals, manage risk effectively, and stay disciplined through market cycles.
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