Advisors can schedule a one-on-one web meeting to learn more about WBI products and services
Redefine the Investor Experience with Cy
Cy is a revolutionary portfolio optimization software that seeks to change the way people invest. Cy combines what we believe to be critical financial planning concepts with the most advanced portfolio optimization calculation currently on the market.
WBI Advisor Events
This Week's Online Events
Register for one of the live online events planned for this week. New to Zoom? Check out the video to learn how to join a meeting.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE.
This is not an offer to buy or sell any security. There is always the possibility of loss, including the loss of the initial investment.
Cy is a proprietary wealth management platform developed by WBI Investments, Inc. (“WBI”) in conjunction with WBI Technologies LLC. It should not be assumed that the future results of any specific investment strategies analyzed by Cy will be profitable or suitable for all investors. Moreover, the analysis provided by the Cy optimization platform analysis may vary with use and time.
While WBI seeks to manage and monitor risk, there is no way to remove risk. There is no guarantee objectives will be achieved.