Revolutionary Advisor Assisted Robo, Cy, Gone Paperless
Summary
RED BANK, N.J.--(BUSINESS WIRE)--WBI Technologies along with WBI Investments, a leading provider of separately managed accounts, exchange-traded funds and TAMP solutions, today announces the release of Cy 3.0, a revolutionary, digital wealth-management TAMP platform with the goal of helping clients achieve greater investment success through quantitative research and advanced mathematics. Inflation assumptions are integrated to help ensure investors do not outlive their income streams. Then, Cy’s 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. We believe Cy’s turnkey financial planning concepts and hallmark innovations to portfolio construction and optimization are unparalleled in the marketplace today.” With a lot of uncertainty in the markets today, we believe it is time to make your investing life a bit easier with Cy. 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.