WrapManager Institutional has applied its expertise in evaluating money managers and creating unique portfolios and model blends to offer a robust lineup of strategies to investors. These active and passive model combinations span the spectrum of philosophies and are designed to meet investors' needs for diversification.
Analyze and compare existing investments, access in-depth manager details, and assess how specific risk choices may best address an investor’s situation with just a few clicks. Create a comprehensive story that addresses the investor as an individual.
Today’s investors seek up-to-date access to portfolio information as they work alongside their advisor in preparing for the future. They require around-the-clock online access that provides them with the information they want at the click of a button. Simple and easy to navigate, the Client Portal delivers a truly memorable experience.
Investors’ lives don’t pause just because you’re out of the office.The cloud-based platform has no software to download and provides clients with direct, 24/7 access to the information that they want.
Low costs mean investors can expand what’s possible with their money.
Match investors unique risk tolerance and adjust as their needs change.
Let investors get back to the experiences that make them the happiest.
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WrapManager Institutional is a wealth management solution for independent financial advisors looking to provide their clients with a cost-effective high net worth experience.
From money manager selection to an integrated innovative digital relationship platform, WrapManager Institutional gives you the power to create and manage diversified client portfolios, and elevate client relationships through customizable and flexible platform options.
[fa icon="phone"] (800) 541-7774
[fa icon="envelope"] institutional@wrapmanager.com
[fa icon="home"] 319 Miller Avenue
Mill Valley, CA
