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About WBI
WBI Investments is a wealth technology firm founded in 1984, offering investment management solutions. They provide separately managed accounts, turnkey asset management platforms, model portfolios, and exchange-traded funds (ETFs). Their target audience includes financial professionals and institutions. WBI's unique selling proposition is its Cyborg platform, which combines advanced technology with personalized human advice to deliver tailored investment solutions. This blend of technology and human expertise enhances client engagement and streamlines operations, setting them apart in the financial services sector[1][2][5].
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