A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction
WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the way advisors and institutions construct portfolios, providing access to over 1000 machine-optimized models across a universe of more than 3000 ETFs. This strategic collaboration between WBI and CyborgTech sets a new standard in personalized portfolio construction, leveraging both firms’ unique capabilities.
“This enhancement to our services marks a significant stride forward in our pursuit to reshape the fintech landscape”
Moreover, WBI and CyborgTech are thrilled to announce the “Custom Portfolios On Demand” program. This tailored service is designed for advisors or institutions seeking a fully bespoke set of portfolios to serve their clients more effectively. Whether optimizing mutual funds, separately managed accounts, ETFs, or other products with a track record, this program is engineered to create portfolios that efficiently target risk and return. This bespoke service underlines our commitment to providing financial professionals with the tools necessary to meet their clients’ unique needs, offering an unmatched level of customization and efficiency in portfolio construction.
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“We are elated to introduce ‘Portfolios On Demand’ to the financial services industry,” expressed Steven Van Solkema, Chief Investment Officer at WBI and Chief Quant Officer at CyborgTech. “Our partnership synergizes WBI’s investment management prowess with CyborgTech’s state-of-the-art financial technology to deliver a potent tool that elevates how advisors and institutions serve their clients.”
“This enhancement to our services marks a significant stride forward in our pursuit to reshape the fintech landscape,” added Matt Schreiber, CEO of CyborgTech and Co-CEO of WBI. “By marrying CyborgTech’s proprietary optimization engine with WBI’s deep insight into the needs of financial professionals, we are enabling advisors and institutions to provide exceptional, tailor-made investment solutions with unmatched efficiency and precision.”
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The debut of “Portfolios On Demand” follows a series of successful collaborations and accolades for both WBI and CyborgTech. In 2023, WBI’s platform, Cy, powered by CyborgTech, earned its’ 3rd straight Fintech Breakthrough Award for its pioneering approach to investment management solutions, while CyborgTech’s machine optimization engine consistently received accolades for its advanced capabilities and transformative impact on the fintech industry.
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