RED BANK, N.J. – CyborgTech, the company behind the award-winning advisory platform Cy, today announced an integration with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial services firms.
The new integration makes it easy to important client information from RedTail CRM into the Cy platform. Cy’s end-to-end wealth management and robo-advisory platform enables financial advisors to work more efficiently by streamlining the client experience, freeing them to create stronger client relationships. The integration with RedTail CRM will enable advisors to more easily and efficiently complete the digital onboarding paperwork that is powered by an integration with QuickForms.
“Moving your Redtail data into Cy is now no sweat with this integration. You don’t have to key anything in and it facilitates faster account onboarding,” says Matt Schreiber, Co-Chief Executive Officer of WBI Investments. “This is really exciting because it sets the stage for our second generation, warp-speed digital onboarding experience that we will be launching in the new year.”
Founded in 1984, WBI is a trailblazer of technology-driven, goals-based wealth management solutions. The firm is a pioneer of active cash-hedged separately managed account and ETF strategies. Cy, WBI’s award-winning digital wealth management platform, combines financial planning concepts and distinguished innovations to portfolio optimization and construction. WBI is a leader in providing client solutions tailored to their personal benchmarks for loss and return. For more information, visit wbiinvestments.com.
About Redtail Technology
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low-cost and easy-to-implement applications, and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia.
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 wealth management platform developed by WBI Investments, Inc. (“WBI”) in conjunction with CyborgTech, 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 platform analysis may vary with use and 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. Additional information about WBI’s advisory operations, services, and fees are in the Form ADV, which is available upon request or on the SEC’s website at http://www.adviserinfo.sec.gov. Consideration for the WealthManagement.com Industry award and FinTech Breakthrough awards are no guarantee of future performance. WBI did not pay a fee but did submit applications for consideration. For more information on the award categories and criteria, visit wealthmanagement.com and fintechbreakthrough.com.