The advisor technology platform combines transactional planning, portfolio construction and automation to act as an outsourced CIO and COO for wealth advisors.
Red Bank, NJ, United States, March 20, 2026 /EINPresswire.com/- wbi investment (WBI) today announced that its Cy Advisor platform has been named “Retirement Management Solutions Provider of the Year” in 2026. fintech breakthrough The awards recognize Cy’s innovation in transforming retirement planning into a fully integrated advisory platform that acts as an outsourced CIO and COO for wealth advisors.
The award was presented as part of the 10th annual Fintech Breakthrough Awards program organized by Fintech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global financial technology market.
The 2026 program marks the 10th anniversary of the awards, which received more than 4,500 nominations from fintech innovators around the world. Following a rigorous evaluation and scoring process conducted by Fintech Breakthrough’s panel of independent industry experts, WBI was selected as Retirement Management Solutions Provider of the Year, joining a prestigious group of winners that includes Mastercard, Intuit, Betterment, Capital One, NerdWallet, Webull, Fiserv, Payoneer, Gusto, Citizens Bank, Moody’s and Xero.
WBI’s sai platform Blends the efficiency of advanced technology with the insight of a human advisor to deliver a highly personalized retirement planning and investing experience. The platform transforms client goals into actionable investment strategies using planning logic, behavioral finance insights and institutional portfolio construction tools.
Cy’s Essential Return Rate framework transforms retirement goals into a clear investment goal incorporating time horizon, cash flow needs, taxes and inflation. The platform also offers a behavioral dimension through its loss “gut-check” simulator, which exposes clients to realistic historical market declines and identifies the emotional point at which volatility becomes uncomfortable. This insight helps advisors build portfolios that clients are more likely to maintain throughout the market cycle.
Advisors and clients can also use SAI to model historical withdrawal scenarios on demand, demonstrating how proposed retirement income strategies would have performed in a real market environment.
Beyond retirement planning, Cy integrates portfolio construction, operational automation, and investment implementation into a single platform that effectively acts as an outsourced CIO and COO for wealth advisors. By combining investment strategy, planning tools and operational infrastructure into a single system, Cy enables advisors to spend more time guiding client decisions and less time managing operational complexity.
“Sy doesn’t just automate retirement planning – it redefines it by taking action and setting a new standard for how advice is delivered, implemented and maintained,” said Steve Johanson, managing director of fintech Breakthrough. “Cy combines human guidance with hyper-personalization and full-lifecycle automation so advisors can focus on client decisions rather than operational burden. The result is a solution that reflects both the client’s financial needs and emotional comfort. We are proud to have WBI recognized as ‘Retirement Management Solutions Provider of the Year’ for Cy.”
The Fintech Breakthrough Awards program was established to recognize innovators, leaders and visionaries in categories including digital banking, personal finance, cryptocurrency, lending, payments, investing, regtech and insurtech. The 2026 program represents the 10th anniversary of the awards, which highlights a decade of companies transforming financial services through technology.
“Rather than forcing clients into static models, Cy creates purpose-built portfolios that evolve with life stages, market conditions and changing goals,” said Don Schreiber Jr., founder and co-CEO of WBI Investments. “We have designed SAI to support true customization – a mix of low-risk and high-risk strategies, traditional and alternative investments, and income and growth sleeves within a single coordinated solution.”
Schreiber said the platform continues to expand across the financial lifecycle.
“Beginning in the second quarter of 2026, we will introduce new tax transition and estate planning modules that will expand Cy’s ability to help advisors guide clients through tax-efficient portfolio transitions and multi-generational wealth planning. Our goal is to remove friction from the retirement planning process and automate behind-the-scenes work so advisors can guide life decisions while being front and center rather than pushing paperwork.”
About WBI Investment
WBI Investments, LLC is a leading provider of investment management solutions with a forty-year commitment to helping financial professionals optimize client outcomes. By combining innovative technology, research-driven strategies and institutional portfolio management, WBI empowers advisors and institutions to build and maintain portfolios tailored to their clients’ specific needs and preferences.
WBI is registered with the Securities and Exchange Commission (SEC). Registration of an investment advisor does not indicate any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.
For more information, visit wbiinvestments.com.
About Fintech Breakthrough
Part of Tech Breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership around the world, the FinTech Breakthrough Awards program is dedicated to honoring breakthrough innovation in financial technologies and services companies and products.
The Fintech Breakthrough Awards provide public recognition for exceptional achievements in payments, personal finance, cryptocurrency, wealth management, fraud protection, banking, lending, regtech, insurtech and other categories. For more information visit fintechbreakthrough.com.
Tech Breakthrough LLC does not endorse any vendor, product or service featured in its recognition programs and does not advise technology users to select only those vendors with award designation. The endorsement constitutes the opinion of the Tech Breakthrough LLC organization and should not be construed as a statement of fact. Tech Breakthrough LLC disclaims all warranties, expressed or implied, with respect to this recognition program, including any warranties of merchantability or fitness for a particular purpose.
melissa ribeck
WBI Investments, LLC
+1 732-842-4920
Email us here
Visit us on social media:
Linkedin
legal Disclaimer:
EIN Presswire provides this news content “as is” without warranty of any kind. We do not accept any responsibility or liability
For the accuracy, content, images, videos, licenses, completeness, legality or reliability of the information contained herein
Article. If you have any complaints or copyright issues related to this article, please contact the author above.
The information contained on this page is provided by an independent third-party content provider. XPRMedia and this site make no warranties or representations in connection therewith. If you are associated with this page and wish to have it removed, please contact pressreleases@xpr.media