Push the Easy Button
With Cy, WBI delivers a complete wealth management platform with embedded planning tools and a fully client-facing experience. In minutes, advisors and clients can calculate required return, assess loss tolerance, personalize a portfolio, and digitally open the account. From there, we take care of the rest.
Award-Winning Technology*
*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. WBI Investments LLC and CyborgTech LLC 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 Fintech Breakthrough Award in March 2021, March 2022, March 2023, March 2024, and March 2025. For more information on the award categories and criteria, visit FinTech Breakthrough.
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.
Separately Managed Accounts
Our SMAs are fully technology- and process-driven, engineered to target consistent, repeatable results through disciplined, rules-based portfolio construction.
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.
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.
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