Webinar Series

Register for a live webinar to learn more about WBI products and services

Topic: Redefine the Investor Experience with Cy

Cy is a revolutionary portfolio optimization software that seeks to change the way people invest. Cy combines what we believe to be critical financial planning concepts with the most advanced portfolio optimization calculation currently on the market.

Key Features:
• Create custom, optimized portfolios in minutes
• Define risk for your clients in the simplest of terms: dollars
• Instantly model retirement income needs

Agenda:
• Identify Client Loss Tolerance
• Determine Required Rate of Return to Achieve Goals
• Optimize Manager Selection and Portfolio Allocation

Audience:
• This event is intended for Financial Professionals only