changing the way people invest.
Cy combines what we believe to be critical financial planning concepts with the most advanced portfolio optimization currently on the market.
Broad Universe
Cy screens 30,000+ U.S. domestic mutual funds, ETFs, and SMAs.
Math Guru
Advanced quantitative analysis crunches millions of data points to develop the Cy Power Ranking which determines managers with strong risk-adjusted returns.
Outcome Driven
Cy runs thousands of simulations to blend managers together to help achieve the targeted client benchmarks.
Advisor Toolbox
A dynamic Advisor Toolbox empowers advisors to quickly and easily adjust portfolios in an effort to keep clients on track to meet their goals.
Efficient Workflow
Digital account opening with e-signatures saves time and enhances security.
Income Withdrawals
Cy offers the ability to model income withdrawals from a recommended portfolio instantly.