WBI Investments today announced a strategic partnership with FLX Distribution. FLX offers the first Resource and Asset Management Platform (RAMP) bringing together asset managers, distribution professionals, wealth managers, and advisors to bring efficient distribution of its flagship investment models to investors.
WBI in the News
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Bull|Bear InsightsCy IntelligenceWBI in the News
CyborgTech Announces Investment from Leading Wealthtech Developer PureFacts to Expand Award-Winning Robo-Advisory Platform
RED BANK, N.J. and TORONTO — October 13, 2021 – CyborgTech today announced an equity investment from PureFacts Financial Solutions, a leading global financial technology…
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Cy, a revolutionary advisor assisted robo providing targeted loss and return portfolios optimized to a clients personal risk and return needs, today announced a partnership with PIMCO to feature PIMCO active bond ETFs as the core of the Cy portfolios.
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Cy, a total wealth management platform that begins with simplistic client profiling to generate an optimized solution to their specific benchmarks for loss and required rate of return, today announced the launch of machine optimized exchange-traded fund portfolios for targeted loss and outcome. This release brings low-cost, more tax-efficient investment options to the value enriched digital wealth management engagement solution for financial advisors.
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WBI in the News
WBI Bull|Bear Trend Switch US 1000 SMA Received a 5-Star 10-Year Morningstar Rating™
RED BANK, N.J.–(BUSINESS WIRE)–WBI Investments today announced that the WBI Bull|Bear Trend Switch US 1000 separately managed account has been recognized with a 5-star Morningstar…
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