RED BANK, N.J. — (BUSINESS WIRE) — 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.
“This is an exciting opportunity for WBI/Cy to exponentially scale up sales and distribution,” says Matt Schreiber, Co-Chief Executive Officer of WBI Investments. “We look to leverage the strategic focus of FLX Distribution to enhance the advisor and investor experience while WBI remains determined to provide innovative investment solutions.”
About WBI
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 FLX Distribution
Launched in December 2019, FLX Distribution is revolutionizing the distribution experience among asset managers, wealth managers, and advisors. We provide a technology platform — known as a Resource and Asset Management Platform (RAMP) — that delivers unmatched scale, flexibility, and access to a modular and on-demand experience.
The FLX Distribution technology platform simultaneously empowers asset managers and distribution professionals to drive results and retain optionality. Powered by a combination of proprietary tech developments, and a stack of leading software providers, we have created a seamless exchange providing access to media resources, distribution solutions, corporate strategy, and business services.
*Consideration for these awards is no guarantee of future performance. CyborgTech LLC did not pay a fee but did submit applications for consideration. For more information on the award categories and criteria, visit FinTech Breakthrough and Wealth Management.
IMPORTANT INFORMATION
Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from WBI Investments or from any other investment professional. To the extent that you have any questions regarding the applicability of any specific issue discussed to your individual situation, you are encouraged to consult with WBI Investments or the professional advisor of your choosing. WBI’s current disclosure statement as set forth on Form ADV Part 2 is available for your review upon request.
WBI is an investment adviser in New Jersey. WBI is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBI only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI’s current written disclosure brochure filed with the SEC which discusses among other things, WBI’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
Contacts
Media
Matt Schreiber
CyborgTech, LLC
800-772-5810