WBI Investments, a turnkey asset management program in Red Bank, N.J., and 2020 Wealth Management Industry Awards finalist, announced it has added separate managed accounts to its digital portfolio optimizer software known as Cy.
The firm has added its existing separately managed account strategies such as Retirement Income Strategy, Tax Smart and Trend Switch to Cy, which the firm rolled out in October.
“The addition of these strategies to Cy is another example of how we are helping advisors simplify the investing aspect so they can spend more time providing holistic wealth management,” said Matt Schreiber, chief executive officer, WBI Technologies.
Advisors using Cy now have one hub to access WBI’s digital offerings.
WBI Technologies has partnerships with Pershing Advisor Solutions, a custodian for registered investment advisors, and Quik!, a form automation platform, and integrates with DocuSign. These partnerships, according to the company’s release, allow advisors to have an efficient and all-digital account opening process for assets custodied at Pershing.
