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Keeping track of your client's financial portfolio can be a daunting task. With multiple clients, each with different types of investments, it can be challenging to keep everything organized. That's where our Book of Business template comes in. This template allows you to manage all your client's information, including their account number, product type, account value, date opened, last contact date, next review date, advisor name, risk profile, performance, and status. With this template, you can easily keep track of all your client's financial information in one place.
This template is perfect for financial advisors, wealth managers, and anyone else who manages multiple client portfolios. Whether you're a seasoned professional or just starting out in the industry, this template can help you stay organized and keep track of all your client's financial information. With this template, you can easily manage your client's financial portfolio, track their performance, and plan for future reviews. This template is also great for financial firms looking to streamline their client management process.
Managing multiple client portfolios can be a complex and time-consuming task. With our Book of Business template, you can easily keep track of all your client's financial information in one place. This template allows you to:
1. Stay Organized: With this template, you can easily manage all your client's financial information in one place. No more searching through multiple spreadsheets or documents to find the information you need.
2. Track Performance: This template allows you to track your client's financial performance. You can easily see how their investments are doing and make informed decisions about their financial future.
3. Plan for Future Reviews: With this template, you can easily plan for future reviews with your clients. You can see when their next review date is and prepare accordingly.
4. Streamline Your Process: This template can help streamline your client management process. With all your client's financial information in one place, you can spend less time managing their portfolios and more time providing them with valuable financial advice.
Follow these few steps to get started with Lark templates:
1. Click 'Use this template' on the top right corner to sign up for Lark
2. After signing up for Lark, you will be directed to the Book Of Business Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the Book Of Business Template to your workspace.
3. Change fields of the template to fit your needs
4. Take advantage of the full potential of this Book Of Business Template.
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