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Wealth Management Platform Excel Template

Manage client wealth with comprehensive portfolio management, investment advisory, and wealth planning tools for financial advisors and wealth management firms.


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Master Wealth Management with Professional Advisory Platform

Wealth management requires sophisticated client portfolio management, comprehensive financial planning, and integrated advisory services. Our Wealth Management Platform template provides comprehensive tools to manage client portfolios, deliver investment advisory services, and optimize wealth management operations with institutional-quality frameworks for financial advisors and wealth management firms.

From client onboarding to portfolio optimization, enhance advisory services. Built for financial advisors, wealth managers, and private banking professionals, this template helps you manage client relationships, optimize portfolios, and deliver comprehensive wealth management services.

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Comprehensive Client Management Framework

Client Onboarding & Profiling

Manage client onboarding with risk profiling, investment objectives assessment, and suitability analysis. Create comprehensive client profiles and document investment preferences.

Portfolio Construction & Allocation

Construct client portfolios with strategic asset allocation, risk budgeting, and investment policy statements. Implement model portfolios and customized allocation strategies.

Performance Reporting & Analytics

Generate performance reports with portfolio analytics, benchmark comparison, and attribution analysis. Create client-ready reports with comprehensive performance metrics.

Client Relationship Management

Manage client relationships with contact management, meeting scheduling, and communication tracking. Maintain detailed client interaction histories and service records.

Investment Advisory & Wealth Planning

Investment Research & Analysis

Conduct investment research with security analysis, market research, and investment recommendations. Maintain research databases and investment decision documentation.

Financial Planning & Goal Setting

Develop financial plans with retirement planning, education funding, and estate planning analysis. Set investment goals and create actionable wealth building strategies.

Tax Planning & Optimization

Implement tax planning strategies with tax-loss harvesting, asset location optimization, and tax-efficient investment structures. Coordinate with tax professionals and estate planners.

Estate Planning Integration

Integrate estate planning with wealth transfer strategies, trust structures, and succession planning. Coordinate multi-generational wealth management and family office services.

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Frequently Asked Questions

How does it manage client onboarding?

The template manages client onboarding with risk profiling, investment objectives assessment, and suitability analysis. It creates comprehensive client profiles and documents investment preferences.

Can it construct customized portfolios?

Yes, the template constructs client portfolios with strategic asset allocation, risk budgeting, and investment policy statements. It implements model portfolios and customized allocation strategies.

How does it generate performance reports?

The template generates performance reports with portfolio analytics, benchmark comparison, and attribution analysis. It creates client-ready reports with comprehensive performance metrics.

Does it include financial planning tools?

The template includes comprehensive financial planning with retirement planning, education funding, and estate planning analysis. It sets investment goals and creates actionable wealth building strategies.

How does it handle tax optimization?

The template implements tax planning strategies with tax-loss harvesting, asset location optimization, and tax-efficient investment structures. It coordinates with tax professionals and estate planners.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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