Powering Personalization and Efficiency
Our platform powers personalization by leveraging advanced analytics and cutting-edge technology to create tailored strategies that align with each client’s unique goals and risk tolerance. Through features like interactive proposal tools, targeted multi-manager portfolios, and seamless digital onboarding, advisors can efficiently scale personalization across their entire practice. This ensures every client receives a customized experience while enabling advisors to streamline operations and focus on building stronger relationships.
Seamless, End-to-End Tech
Increase Client Engagement, Personalization
Enhancing client engagement and personalization through advanced tools and tailored strategies.
Required Return
Our required rate of return calculation integrates the most fundamental and essential step in financial planning: understanding the precise return a client needs. By factoring in assets, expenses, inflation, and taxes, it provides a clear, personalized roadmap for the client’s financial success.
Loss Simulator
Designed to elicit a visceral, gut-check reaction, this proprietary loss simulator helps clients uncover their true tolerance for capital loss. By connecting emotional responses to potential losses with financial objectives, it fosters better alignment between risk tolerance and return requirements.
Personalized Portfolios
Our diverse investment processes and portfolios are designed to tailor strategies to each client’s unique goals and preferences. From multi-manager approaches to tactical strategies, direct indexing, and customized stock portfolios, we provide the flexibility needed to deliver truly personalized investment experiences.
Innovative Investment Strategies Powered by Technology
Back-Office Support, Powered by Technology and People
Providing back-office support with a blend of automation, human assistance, and integrated digital solutions.
Efficient Service Automation
With streamlined automation, our technology simplifies onboarding, systematic withdrawals, and billing processes. By reducing manual tasks, we help create more efficient operations and elevate the client experience.
Dedicated Human Assistance
Our team provides expert support for distribution requests, setting up charitable accounts, and acting as a liaison for banking and lending. We also assist with risk management strategies for concentrated stock positions, delivering personalized solutions for complex needs.
Integrated Digital Solutions
Our platform offers timely market insights and comprehensive reporting tools to keep clients informed and engaged. From financial progress to emerging opportunities, we ensure clients stay connected every step of the way.
Awards & Honors*
FinTech Breakthrough
In 2024, the WBI Cy Platform earned the FinTech Breakthrough Award for Wealth Management Innovation, recognizing enhancements to its machine optimization engine and the launch of its proprietary digital onboarding solution.
*Disclosure
Please note that consideration for these awards does not guarantee future performance. WBI Investments LLC and CyborgTech LLC submitted applications to each organization for review, with application fees paid for the US FinTech Awards, Banking Tech Awards, and Finovate. No compensation, direct or indirect, was provided to WealthManagement.com Industry Awards or FinTech Breakthrough Awards for rankings or awards. These awards are conducted annually.
WBI Investments LLC and CyborgTech LLC received the FinTech Breakthrough Award in March 2021, 2022, 2023, and 2024. The companies were finalists for the WealthManagement.com Industry Awards in June 2020 and 2021, the US FinTech Awards in April 2021 and 2023, Finovate in June 2022, and the Banking Tech Awards USA in March 2023. For more information on award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, Banking Tech Awards USA, or WealthManagement.com.