WBI’s Affiliate CyborgTech Acquires Fortuna, Maker of Online Tools for Advisors
Summary
Cy is a Cloud based all-in-one, investor-centric platform offering complete client profiling and benchmarking, a required rate of return calculator, loss simulator, advanced portfolio optimization, digital onboarding and back-office service. This technology will give Cy and the advisors using the platform the tools to supercharge growth and efficiently scale their business,” said Matt Schreiber, CEO of CyborgTech. Cy is expected to embed Fortuna’s technology to further streamline the financial advisor’s business practice, digitize wealth management and improve client investment outcomes. The platform also offers streamlined client profiling, loss and return benchmarking, personalized investment proposals, electronic account opening, billing and back-office support. For more information visit investwithcy.com Founded in 2017 by ex-mutual fund wholesalers, Fortuna is an AI powered platform helping financial services scale leveraging video, automation and digital tools to get new clients and ultimately boost assets under management.