Award-Nominated Advisor Assisted Robo, Cy, Enhances Portfolio Offerings

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WBI Technologies along with WBI Investments, a leading provider of separately managed accounts, exchange-traded funds and TAMP solutions, today announces the addition of single-strategy offerings to Cy, a revolutionary, digital wealth-management TAMP platform with the goal of helping clients achieve greater investment success through quantitative research and advanced mathematics.

WBI Technologies existing partnerships with Pershing Advisor Solutions and Quik!, as well as an integration with DocuSign, allows advisors using Cy to quickly and easily open their accounts custodied at Pershing Advisor Solutions in a completely digital account opening process. With this seamless integration in place, the natural next step was to incorporate WBI Investments existing separate account strategies into Cy. Now, Cy and WBI advisors can access all offerings in one place, with one digital account opening experience. Single-strategy options offered include WBIs Retirement Income Strategy as well as the Tax-Smart and Trend Switch suites of SMA solutions.

The addition of these strategies to Cy is another example of how we are helping advisors simplify the investing aspect so they can spend more time providing holistic wealth management, said Matt Schreiber, Chief Executive Officer, WBI Technologies.

Short for Cy-Borg, Cy is an advanced integration of human advice and robotic technology. Cy quickly establishes the dollar loss a client is willing to take in pursuit of their goals and establishes their required rate of return. Cys calculations are based on the clients investable assets, income, qualified plans, and government benefits, as well as their projected retirement income need. Inflation assumptions are integrated to help ensure investors do not outlive their income streams. Then, Cys investment technology sifts through thousands of managers and strategies to construct a portfolio that seeks to achieve the highest risk-adjusted return possible at the level of loss the client is willing to tolerate. Cys goal is to increase investment success by reducing risk to capital and growing capital balances to fund client lifestyles in retirement.

In June 2020, WBI Technologies received the honor of being a finalist for the 2020 Industry Awardsknown as the Wealthies. The prestigious awards highlight current initiatives across a broad range of individuals, companies and organizations whose work helps financial advisors build better practices and improves the quality of services for their clients. Cy strives to do just that. I believe the combination of a top-notch tech stack paired with the advisors human touch and advice will be required to keep and compete for new clients, Cys Chief Visionary Officer, Don Schreiber, Jr. explains. The advisors who blend man and machine to become a ˜cyborg advisor will be those that continue to experience dynamic growth in the years ahead.

The future holds great possibilities as Cy continues to evolve. The code that powers Cy is fast, scalable, and simple. The platform can be customized for RIAs or institutions looking for custom optimizations. Proprietary products can be optimized into a single model portfolio for targeted loss or return. Cy can also blend a list of best third-party managers with a firms proprietary products. Cy can be white labeled to support corporate branding and can be API integrated with in-house systems to promote maximum efficiency. Cy will easily integrate with other TAMP technology to provide an end-to-end wealth management platform. The vast library of portfolio outcomes Cy generates can also be used on any model delivery program.

Says Matt Schreiber, We believe Cy is poised and positioned to become a major player in the digital wealth management revolution.

With a lot of uncertainty in the markets today, WBI believes their technology can help make investing easier with Cy. Financial advisors can demo the power of Cy for free at

For RIAs, the Cy platform can help to institutionalize the delivery of proprietary product to clients and at the same time utilize Cys groundbreaking portfolio optimization technology. In addition, separate account managers with compelling long-term track records are invited to contact [email protected] regarding opportunities for inclusion in the Cy universe.

About WBI

WBI Investments is a privately-owned investment management firm located in Red Bank, New Jersey. For over three decades, WBIs goal has been to help investors achieve their retirement goals by aiming to reduce risk to capital and produce attractive returns so they can stay comfortably invested.

Investors should consider investment objectives, risks, charges and expenses carefully before investing. Past performance is not guarantee of future success. This is not an offer to buy or sell any security. There is always the possibility of loss, including the loss of the initial investment. Cy is a proprietary algorithmic investment tool developed by WBI Investments, Inc. (WBI) in conjunction with WBI Technologies LLC. It should not be assumed that the future results of any specific investment strategies analyzed by Cy will be profitable or suitable for all investors. Moreover, the analysis provided by the Cy optimization tool may vary with each use and over time. All investing involves risk, including loss of principal. While WBI seeks to manage and monitor risk, there is no way to remove risk. There is no guarantee objectives will be achieved. Consideration for the Wealthies award is no guarantee of future performance. WBI did not pay a fee, but did submit an application for consideration.

Please visit or call 1-800-772-5810 for more information.

2020 WBI

Ann Schreiber


WBI Technologies, LLC