An interactive demo is now available to help you navigate the features in your online access.
Better than ever with new ways to evaluate your accounts. Individual manager performance over multiple time periods. Quarterly commentary. Printed in color.
We can help and have several options available. Give your Wealth Strategist a call today at (800) 541-7774 or send us a message to learn more about potential solutions!
WrapManager, Inc. (“WrapManager”) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”). Through this policy and its underlying procedures, WrapManager attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.
Should you have any questions regarding the above, please contact Valerie De Vol, Chief Compliance Officer of WrapManager, at 415-541-7774.