Portfolios On Demand
Discover the ultimate solution for financial advisors with our revolutionary Portfolios On Demand portfolio workstation. Designed to save valuable time and optimize your portfolio management process, this powerful tool empowers you to find model portfolios tailored to your clients' unique needs and preferences. By harnessing the power of CyborgTech's proprietary machine optimization engine, you can efficiently manage risk and maximize returns. Embrace the future of portfolio management and unlock your full potential as a financial advisor with Portfolios On Demand.
By the Numbers
Machine Optimized Portfolios
Our sophisticated optimization engine can consider a wide range of financial instruments, including separately managed accounts, mutual funds, and exchange-traded funds (ETFs), to build portfolios specifically targeted for loss or return. This revolutionary technology allows you to diversify your investments while minimizing risk and maximizing potential returns.
Machine optimized portfolios usher in a new era of investing by integrating cutting-edge algorithms and refined statistical models, skillfully engineered to attain specific objectives, like escalating returns or curbing risk. Grounded in machine optimization, these portfolios leverage historical market data to forge a more structured, data-guided approach to portfolio management.
Features
CyborgTech's innovative "Portfolios On Demand" workstation empowers financial advisors to efficiently tailor investment portfolios to each investor's unique needs and goals.
Risk Down or Up
Effortlessly adapt to market fluctuations with the ability to swiftly reduce risk during uncertain times or capitalize on a bull market rally by seamlessly selecting a portfolio designed to maximize returns.
Select Optimization
Opt for a variety of optimization timeframes to suit your strategy: a long-term run focused on addressing the worst-case scenario, or adaptable 10-year and 5-year rolling periods that enable you to nimbly navigate ever-evolving market conditions.
Target Loss or Return
Elevate your case design by personalizing portfolio strategies, targeting either loss mitigation or return maximization. Alternatively, adopt a barbell approach with two distinct portfolios – one dedicated to preserving capital during downturns, and another poised to thrive alongside a surging bull market.
Illustrate Withdrawals
Effectively illustrate systematic income withdrawals, factoring in an upward adjustment to accommodate for inflation, providing a well-rounded and proactive approach to income planning.
Adjust Risk
Select from multiple approaches to define downside risk, such as maximum quarterly drawdown, worst four-quarter period, or most unfavorable calendar year, allowing for a tailored risk management strategy.
Advanced Analytics
Experience the power of our platform's advanced analytics, featuring robust Modern Portfolio Theory (MPT) statistics that provide valuable insights and guidance for optimizing your investment strategies, ensuring you stay ahead of the curve in today's complex financial landscape.
What sets us apart?
1 / Unparalleled Personalization
Experience unparalleled personalization with machine-optimized portfolios, quantitatively tailored to meet each client's unique investment objectives.
2 / Advanced Machine Optimization
By running millions of simulations, our machine optimization engine adapts and evolves to create the most effective set of portfolios to meet your desired risk and return levels.
3 / Industry Leader*
CyborgTech has been recognized by Fintech Breakthrough, WealthManagement.com, US Fintech Awards, and Finovate for our innovative approach to portfolio optimization, making us a trusted industry leader.
Annual Subscription Plans
Find one that works for you
Model Portfolios
500$Every yearPortfolio Workstation for Advisors at All Firms7 day free trial- 1000+ Machine Optimized Model Portfolios
- Multiple Optimization Time Frames
- Target Loss or Return
- Risk Up or Risk Down
- Portfolios Illustration
- Advanced Analytics
- Premium Plan
Models + Proposal Generation
1,000$Every yearPremium Workstation for Advisors at All Firms7 day free trial- 1000+ Machine Optimized Model Portfolios
- Multiple Optimization Time Frames
- Target Risk or Return
- Risk Up or Down
- Portfolio Illustration
- Advanced Analytics
- Personalized Proposals
- Client Profiling
- Required Rate of Return Calculator
- Loss Simulator
- Downloadable PDF Summary
*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. For more information on the award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, Banking Tech Awards USA, or WealthManagement.com.