Cyborg Advisors

Features Cyborg Advisors

“At the heart of Cyborg-Advisors philosophy is the human relationshipand the belief that technology and risk management are critical to understanding and managing assets, regardless of the investor profile.”About Our Platform:Welcome to Cyborg-Advisors!
We built this Next-generation automated client-centered financial services platform to empower individuals, families, business owners and institutions – to help achieve retirement and wealth creation goals; while giving access to professional asset managers, which typically requires a person to have $250K or more to invest.Now, you are able to benefit from the Next-generation in automated client self-service, combined with active asset management and investment advisory services – all with a click of a mouse.
Most importantly, unlike Robos, if you desire a qualified independent registered investment adviser to help you along the way, for what’s next in your life after you achieve your goals – one is there for you.
And yes, all for a very low and competitive fee.How is it possible and what makes Cyborg-Advisors’ platform better than the old Robos?
Cyborg-Advisors uses Next-generation cutting edge technology, a state of the art proprietary Investor Metric Questionnaire™, which identifies a client’s risk tolerance, suitability, time-horizon, liquidity and goals & objectives.Cyborg-Advisors allows perspective and current client(s), businesses and institutions the ability to benefit from the following: Account Aggregation, Analysis & Alerts keeping you the client “In the Now” versus the current backward looking performance reports – Most 1st generation Robos and traditional financial services firms use backward looking performance reports; i.e.
monthly, quarterly, semi-annual or year-end reports – a feature in our opinion which is less important or plays a smaller role with investors because it is backward looking.However, with our account aggregation, account analysis and alert features- a benefit offered through our firm’s comprehensive financial planning software “Finance Logix” and the mobile app “Retire Logix”, clients now have the ability to receive continuous feedback or alerts on their total financial well-being.
Such as: Analysis to show if you have enough cash flow to withstand a major negative market event; whether or not if you have enough cash to cover future expenses as a result of a job loss; whether or not if you have enough insurance to cover an untimely death.
Thus, moving from the backward looking end of the month performance reporting.
Based on feedback we received from clients they have said this is a game changer and a huge benefit to help them better manage their finances.