Robo...but, with a human touch.
Robo-advisors offer new technology, providing automated, risk-tailored portfolios, while Turnkey Asset Management Platforms (TAMPs) deliver a more personalized experience with human advisors and broader investment options. Cy, short for Cyborg, is WBI’s innovative turnkey platform, blending the efficiency of a Robo-advisor with the personalized service of a human advisor. This powerful fusion of best-in-breed technology and human expertise empowers advisors and their clients to leverage a diverse range of investment solutions customized to their individual needs and objectives.
Hyper-Personalization
Our platform delivers a hyper-personalized approach to wealth management, designed to understand each client quickly and set clear benchmarks for loss and return. By tailoring the investment journey from the start, we empower advisors and clients to explore a diverse range of solutions, seamlessly blend approaches, and adjust risk up or down—offering ultimate flexibility in pursuit of financial goals.
Loss Simulator
Our Loss Simulator creates a gut-check moment, revealing investor comfort with potential losses during bear markets. Combined with the Required Rate of Return calculated by our software, it establishes personalized benchmarks for risk and reward.
Data-Driven
Cy’s platform generates personalized proposals equipped with comprehensive risk and return metrics, empowering advisors and clients to make data-driven decisions. Each proposal highlights key performance indicators, including risk-adjusted returns, up-market and down-market capture ratios, maximum drawdown, and both annualized and calendar year returns. By providing clear, actionable insights, Cy seeks to provide investment strategies tailored for long-term success.
Warpspeed Onboarding
Multi-custody onboarding supports a vast array of account types, increases efficiency, reduces processing times, and eliminates Not-In-Good-Order (NIGO) paperwork.
Integrations
Our seamless integrations connect effortlessly with Redtail CRM, leading custody solutions, billing, reporting, and account aggregation platforms. Powered by CyborgTech, our unified platform delivers a streamlined experience for advisors and clients. We source our investment data from multiple trusted providers, including Morningstar and Bloomberg, to ensure robust and accurate insights for money management.
Robust Back-Office Support
Our back-office operating system integrates seamlessly with both the client-facing front end and the model manager operating system, ensuring daily updates and precise execution. While humans provide personalized support, automated digital alerts keep you informed on account opening, funding, and service requests, and our technology stack efficiently handles reconciliation, systematic withdrawals, rebalancing, trading, and billing.
