Model Portfolio Subscription
Introducing WBI’s Model Portfolio Subscription Service—an innovative solution combining advanced technology with sophisticated investment strategies to empower financial advisors and their clients. Leveraging our proprietary platform, advisors can access optimized, data-driven portfolios tailored to diverse investment goals. From minimizing downside risk to enhancing growth potential, our platform employs millions of simulations to deliver solutions designed to perform in today’s dynamic markets.
What sets this service apart is its blend of personalization and advanced analytics. Advisors can illustrate systematic income withdrawals, account for inflation, and adapt portfolios to shifting market conditions. Whether preserving capital during downturns or capturing growth opportunities, WBI’s subscription service provides precision, flexibility, and client-centric portfolio solutions to navigate any market environment confidently.
*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, March 2023, and March 2024. The companies were Finalists for the WealthManagment.com Industry Awards in June 2020 and June 2021, US FinTech Awards in April 2021 and April 2023, Finovate in June 2022, and BankingTech Awards in March 2023. For more information on the award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, Banking Tech Awards USA, or WealthManagement.com.
Multi-Manager Portfolios
Multi-manager portfolios leverage the Capital Power Ratio™ to identify managers who historically capture more upside than downside, optimizing allocations to solve for targeted loss while attempting to maximize up-market capture.
Issuer Agnostic ETF Model Portfolios
We begin with a comprehensive selection of over 3,000 U.S.-domiciled ETFs, spanning passive, active, and alternative strategies, chosen for their cost efficiency, liquidity, and tax advantages. This expansive universe ensures a solid foundation for constructing portfolios tailored to diverse client needs.
Designed to Target Drawdown Instead of Risk
Our process prioritizes capital preservation by focusing on specific loss thresholds, using advanced optimization routines to align with client risk tolerance while maintaining exposure to growth opportunities. This disciplined approach attempts to mitigate unnecessary risks during market downturns.
Optimized for Up-Market Capture
By employing proprietary metrics like the Capital Power Ratio™, we identify managers with consistent upside performance relative to downside risk. This enables us to construct portfolios designed to maximize returns during favorable market conditions while protecting capital.
Investment Process
Our advanced optimization engine integrates cutting-edge algorithms with refined statistical models to construct portfolios that target a specific level of loss. By leveraging a wide range of financial instruments—including separately managed accounts, mutual funds, and exchange-traded funds (ETFs)—this technology delivers tailored solutions to meet individual client objectives.
Machine-optimized portfolios combine sophisticated analysis of historical market data with proprietary metrics like the Capital Power Ratio™, which emphasizes managers who capture more upside while limiting downside. Starting with a comprehensive universe of over 3,000 ETFs, the system narrows selections through a proprietary ranking process and culminates in an optimization routine designed to align drawdown targets with enhanced upmarket capture.
This data-driven, innovative approach delivers structured, diversified portfolios that can minimize risk and provide precision in investment management. Highlights of this advanced process include:
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By subscribing to our Model Portfolios Subscription Service (“Service”), you agree to the following terms and conditions. Subscribers are eligible for a 30-day free trial, during which the Service can be accessed without charge. To avoid being charged, you must cancel your subscription before the end of the trial period. If you do not cancel, your subscription will automatically convert to a paid annual subscription, and the full annual fee will be charged to your payment method on file. This fee is non-refundable, even if you cancel or stop using the Service before the end of the subscription period. The subscription is recurring and will automatically renew one year from the date of activation unless you cancel before the renewal date. To avoid renewal charges, cancellations must be completed prior to the renewal date. By subscribing, you authorize us to charge your payment method annually until you cancel. We reserve the right to modify these terms or the Service at any time, with notice provided. Continued use of the Service after such changes constitutes acceptance of the revised terms. For questions or support, please contact us at help@wbicy.com. By subscribing, you acknowledge and accept these terms and conditions.
Starter Package
500
Every year
Portfolio Workstation for Advisors at All Firms
Valid until canceled
30 day free trial
ETF Model Portfolios
Designed to Target Loss
Risk Up or Risk Down
Portfolio Illustration
Advanced Analytics
Pro Package
1,000
Every year
Premium Workstation for Advisors at All Firms
Valid until canceled
30 day free trial
ETF Model Portfolios
Designed to Target Loss
Risk Up or Down
Portfolio Illustration
Advanced Analytics
Personalized Proposals
Required Rate of Return Calculation
Loss Simulator
Downloadable PDF Summary
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