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Digital Onboarding
Say hasta la vista to NIGOs.
Step into the next era of financial advisor workflow with CyborgTech's innovative digital onboarding solution. Seamlessly transition from traditional paper systems to cutting-edge digital processes, designed to handle everything from investment management agreements to annuity program documents. Maximize efficiency, reduce errors, and stay ahead in a rapidly evolving industry.
Awards & Honors
Finalist
2020 WealthManagement.com Awards
Best New Product
Finalist
2021 US FinTech Awards
WealthTech of the Year
Winner
2022 FinTech Breakthrough Awards
Best Robo Advisory Platform
Winner
2023 FinTech Breakthrough Awards
Best Robo Advisory Platform
Finalist
2023 US FinTech Awards
Rising Star of the Year
Winner
2021 FinTech Breakthrough Awards
Best Robo Advisory Platform
Finalist
2021 WealthManagement.com Awards
Best Client Profiling & Risk Assessment
Finalist
2022 Finovate Awards
Best Wealth Management Solution
Finalist
2023 US FinTech Awards
WealthTech of the Year
Finalist
2023 Banking Tech Awards
Tech of the Future
Winner
2024 FinTech Breakthrough Awards
Wealth Management Innovation
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