Financial Services Professional Suite
Built for independent RIAs and solo advisors managing 50-200 households. The practice manager handles AUM by client, fee billing cycles, review cadence, and prospect pipeline. The portfolio tracker runs allocation drift, rebalancing triggers, and performance benchmarking so you can walk clients through results without firing up Morningstar. Two spreadsheets, everything you need between CRM and custodian reports.
Bundle Price
You Save: $14.99
That's 43% off regular pricing!
Available in Excel and Google Sheets format
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What's Included (2 Templates)
Financial Advisor Practice Manager
$24.99Financial advisor client book and practice management
Investment Portfolio Tracker
$9.99Portfolio holdings, allocation, and performance tracking
Value Breakdown
What You Get
Professional Templates
Ready-to-use spreadsheet templates designed by business professionals. Start using them immediately.
Multiple Formats
Download as Excel files or access as Google Sheets. Use whichever format works best for your team.
Full Ownership
Own the templates outright. Customize them, share them with your team, and use them forever.
Ready to Get Started?
Get all 2 templates for only $19.99 and save 43%.
Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.