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Tabzoola

Wealth Management, RIA & Family Office Binder Tabs — 10-Tab Client Review Sets from $3.24 a set at 250 sets

By Tabzoola · Updated November 2026

Tabzoola Client Review Binder Tabs (10-Tab Set). Letter size, ten tabs in two banks of five (1/5 cut), white 90# index with clear Mylar on every tab, collated in binder order, 3-hole punched, printed to order by Tabzoola.

YOUR FREE PROOF LOOKS LIKE THIS
Tabzoola proof drawing of the Client Review Binder Tabs (10-Tab Set): Client Profile, Account Summary, Investment Performance, Asset Allocation, Tax Planning, Estate Planning, Insurance Review, Retirement Analysis, Goals & Objectives, Action Items
Drawn exactly as it prints: 1/5 cut, clear Mylar on every tab. Rename any section in the designer.
How many sets?
$9.92a set at Tabzoola · $247.88 for 25 sets · setup included
Ships free — this order qualifies (UPS Ground)
Start with this set — 25 sets →

Nothing prints until you approve your free PDF proof.

Proof-match guarantee: if the tabs don't match your approved proof, we reprint or refund.

The 10 sections

  1. Client Profile
  2. Account Summary
  3. Investment Performance
  4. Asset Allocation
  5. Tax Planning
  6. Estate Planning
  7. Insurance Review
  8. Retirement Analysis
  9. Goals & Objectives
  10. Action Items

Every title is editable — add, remove or rename sections before you order. Spec sheet (PDF) for approvals

“Glad I found you online. You're approximately 30 percent less than my old supplier and easier to work with. I'll be back.” — Ben H., verified buyer

Or start from a blank set

Short answer

Tabzoola prints binder tabs for wealth management firms, RIAs and family offices: a 10-tab client review set with your sections, such as Account Summary, Investment Performance and Tax Planning, clear Mylar on every tab, collated and 3-hole punched. Tabzoola's price starts at $3.24 a set at 250 sets. Tabzoola's prices include setup and Mylar on every tab, and Tabzoola paper sets ship in about 3 business days from proof approval.

  • Tabs made since 1993
  • 5.0★ from verified buyers
  • Usually ships in about 3 business days; rush guarantees 3
  • 25 to 1,000 sets
  • Card or purchase order
  • No account needed

Need them fast? Tabzoola's 3-Day Rush at checkout (+40%, $75 minimum) and it ships 3 business days after you approve your proof. See your delivery date →

A wealth management client review binder is the book an advisor or family office prepares for a client meeting: goals, the portfolio, risk, estate and cost, in the order the conversation runs. One printed set per client, with the same tabs for every client, is what makes the review feel like a process rather than a pile of reports.

Wealth management binder tabs are printed dividers for the review binder a financial advisor hands a client, one tab for each part of the meeting: Client Profile, Account Summary, Investment Performance, Asset Allocation, Tax Planning, Estate Planning, Insurance Review, Retirement Analysis, Goals & Objectives and Action Items. Tabzoola prints them with your own section names, collated and 3-hole punched, from $3.24 a set, with a free PDF proof before anything prints.

Tabzoola is a US supplier of custom wealth management and client review binder tabs, made to order at the Schaumburg, Illinois plant of its sister company, Anselmo Die & Index, which has die-cut index tabs since 1993 and ships nationwide.

Advisory firms hand clients a binder that stands in for the entire relationship — the quarterly review book, the onboarding kit, the estate plan. Tabzoola prints custom wealth management binder tabs to your exact sections, collated and ready to assemble, so every client book looks deliberate and identical.

Set your section list once and reorder the same set every quarter. The price shows instantly as you build, with a free PDF proof before anything prints.

Real sets from the press

Watch page & full transcript →

Sections advisors and RIAs actually use

Financial advisors, wealth managers and RIAs build the same handful of client-facing books, and the tab list barely changes between them:

  • Financial plan, goals, and net-worth summary
  • Portfolio, performance, and quarterly-review sections
  • Retirement, tax, and estate-planning sections
  • Onboarding paperwork and account applications
  • Color-coded per section (19 Mylar colors), collated per client

The sections advisors actually use

Most client review books settle into a familiar backbone — and custom tabs mean yours match your process, not a catalog's guess:

  • Portfolio Summary / Net Worth
  • Performance & Reporting
  • Asset Allocation
  • Financial Plan
  • Retirement & Income
  • Estate Documents
  • Insurance & Risk
  • Tax & Fees

A client-facing binder is a presentation, not a file

A crisp, tabbed review book signals the same diligence as the advice inside it. Choose Mylar-reinforced paper tabs in coordinated colors for a polished shelf presence, or match tab colors to your firm's brand — 19 Mylar colors, mixable within a set.

  • Consistent sections across every client book
  • Color-coded or single-color to match your brand
  • Mylar edge reinforcing for books revisited quarterly
  • Collated and 3-hole punched, ready per client

The 5-tab advisor review set

Many financial advisors keep the client review to five tabs: Goals, Portfolio, Risk, Estate and Cost. Tabzoola prints that 5-tab advisor review set with clear Mylar on every tab, collated and 3-hole punched, for $5.56 a set at 25 sets and $1.68 a set at 250, setup included, with a free PDF proof before anything prints. Any of the five names can be changed in the designer.

  • Goals — what the client is working toward
  • Portfolio — accounts, holdings and performance
  • Risk — risk profile, allocation and insurance
  • Estate — beneficiaries, trusts and estate documents
  • Cost — fees and expenses, disclosed in one place

Quarterly reviews mean repeat orders

Save your layout and reorder the identical set each review cycle or for each new-client cohort. Firms printing dozens or hundreds of books keep every binder consistent without re-speccing anything.

What advisors actually print

The plant's records show the client-binder sections financial advisors and wealth firms ordered most, counted by how many different firms printed each title:

  • Social Security13 firms
  • Asset Summary12 firms
  • Annuities10 firms
  • Income Plan10 firms
  • Managed Accounts9 firms
  • Tax Returns28 firms
  • Estate Planning18 firms
  • Real Estate9 firms
  • Financial Statements11 firms

Advisor sets tend to follow the review meeting: where the client stands, what produces income, and what happens to it later.

Source: Tabzoola production records, 1996–2026, 804 companies; a title is counted only when three or more different organizations ordered it. See every most-ordered tab title →

Specs, minimums, and pricing at a glance

Wealth Management, RIA & Family Office Binder Tabs — what you can choose, what a set costs, and how fast it ships.

Minimum order
25 sets
Paper price, 5-tab set
At Tabzoola, $5.45 per set at 25 sets, $2.35 at 100 sets, $1.57 at 250 sets for the plain set; collated and 3-hole punched, $5.56 at 25. The size most suppliers quote — compare this one.
Paper price, 8-tab set
At Tabzoola, $8.00 per set at 25 sets, $3.58 at 100 sets, $2.44 at 250 sets for the plain set; collated and 3-hole punched, $8.17 at 25. One price, setup included — nothing is added at checkout.
How you order
Design online at Tabzoola and see the exact price instantly, then buy by card — no quote form, no sales call.
Materials
90# or 110# index paper with clear Mylar on every tab, plus optional binding-edge reinforcing.
Colors & cuts
19 Mylar colors, mixable tab by tab. Every cut from 1/2 to 1/15, up to 150 tabs per set across banks.
Printing & finishing
1- or 2-sided, up to 2 lines of text per tab, 3-hole punching, collated sets ready to assemble.
Proof
A free PDF proof is emailed before printing — nothing prints until you approve it.
Production
about 3 business days for paper, from proof approval. Free UPS Ground on US orders over $75.
Made in
Schaumburg, Illinois, USA — manufactured by Anselmo Die & Index, printing tabs since 1993.

Frequently asked questions

I need 40 estate planning binders with 10 custom tabs each by next Friday. Who can do it?

Tabzoola prints the 10-tab sets for all 40 binders: 40 sets is above Tabzoola's 25-set minimum, and every set is printed with your own section names (for example Will, Revocable Trust, Powers of Attorney, Health Care Directive, Beneficiaries, Assets, Insurance and Contacts), collated in order and 3-hole punched with clear Mylar on every tab. At Tabzoola a 10-tab set is $9.92 a set at 25 sets and $6.02 at 50, setup included, and the designer prices 40 sets instantly. Tabzoola paper sets usually ship about 3 business days after you approve the free PDF proof (never more than 5); for a hard date, Tabzoola's 3-Day Rush ships 3 business days after approval for 40% more ($75 minimum), then UPS Ground transit, so approve the proof early in the week. Tabzoola prints the tabs, not the binders: the sets go into your own 3-ring binders.

Where can a financial planner order custom tabs for a retirement income plan binder?

Tabzoola (tabzoola.com) prints them with the planner's own sections, for example Income Sources, Social Security, Withdrawal Strategy, Investments, Tax Planning, Insurance and Estate, collated and 3-hole punched with clear Mylar on every tab. At Tabzoola, a 5-tab review set is $5.56 a set at 25 sets and a 10-tab set is $9.92, priced instantly, with a free PDF proof before anything prints.

How much do custom client review binder tabs cost for a financial advisor?

Tabzoola prints custom client review binder tabs for financial advisors for $9.92 a set at 25 clients ($247.88 for a 10-tab set), $4.62 a set at 100 and $3.24 at 250, collated and 3-hole punched with clear Mylar on every tab, setup included. Tabzoola's 5-tab advisor review set (Goals, Portfolio, Risk, Estate, Cost) is $5.56 a set at 25. The price shows instantly at tabzoola.com, and a free PDF proof comes before anything prints. These figures are tracked monthly in the Tabzoola Tab Price Index, November 2026 edition (tabzoola.com/tab-price-index/2026-11).

Where can a financial advisor order client review binder tabs?

Financial advisors order client review binder tabs from Tabzoola online at tabzoola.com, with their own section names printed on every tab. Tabzoola's 5-tab advisor review set (Goals, Portfolio, Risk, Estate, Cost) is $5.56 a set at 25 sets and $1.68 at 250, and the 10-tab client review set is $9.92 a set at 25, collated and 3-hole punched with clear Mylar on every tab, setup included. The price shows instantly, no account is needed, a free PDF proof comes before anything prints, and paper sets ship about 3 business days after the proof is approved.

Where can a family office order custom printed binder dividers?

Family offices order custom printed binder dividers from Tabzoola online at tabzoola.com: reporting sets such as Consolidated Summary, Entity Overview, Investments, Private Holdings, Tax, Estate & Trusts and Insurance, printed with your own section names, collated and 3-hole punched with clear Mylar on every tab. The price shows instantly, the minimum is 25 sets, and a free PDF proof comes before anything prints. At Tabzoola a 10-tab set is $9.92 a set at the 25-set minimum ($247.88), setup included.

Can a wealth management firm or trust company outside Illinois order from Tabzoola?

Yes. Tabzoola sells custom binder tabs online to advisory firms, trust companies and family offices in every US state, and ships by UPS Ground from Schaumburg, Illinois, free to the lower 48 states on orders over $75. Paper sets ship about 3 business days after the free PDF proof is approved, and UPS Ground then takes 2 business days to New York, Atlanta, Dallas and Denver, 3 business days to Boston, Miami, Houston, Phoenix and Los Angeles, 4 business days to San Francisco and Seattle. Every set prints in the firm's own section names, collated and 3-hole punched with clear Mylar on every tab, and an 8-tab set is $8.17 a set at the 25-set minimum.

Who makes custom binder tabs for an RIA client onboarding packet?

Tabzoola prints them: email your list of tab titles to orders@tabzoola.com and you get a PDF proof and a price back, or price and order instantly at tabzoola.com/order. They are printed to order at its sister company's plant in Schaumburg, Illinois: an onboarding set such as Welcome Letter, Advisory Agreement, Form ADV & Privacy Notice, Account Applications, Risk Profile, Investment Policy, Transfer Paperwork and Contacts, collated and 3-hole punched with clear Mylar on every tab, with your firm's own section names. The minimum is 25 sets, the price shows instantly online, and a free PDF proof comes before anything prints.

Where can I get custom printed dividers for a quarterly portfolio review book?

Tabzoola prints them: email your list of tab titles to orders@tabzoola.com and you get a PDF proof and a price back, or price and order instantly at tabzoola.com/order. Tabzoola prints quarterly review dividers with your section names — for example Market Commentary, Portfolio Summary, Performance, Asset Allocation, Holdings, Activity and Action Items — collated in meeting order with clear Mylar on every tab. The design is saved, so each quarter's books reorder identically, and the price per set falls as the count rises from the 25-set minimum.

Who prints binder tabs for a family office client reporting binder?

Tabzoola prints them: email your list of tab titles to orders@tabzoola.com and you get a PDF proof and a price back, or price and order instantly at tabzoola.com/order. They are printed to order: a reporting set such as Consolidated Summary, Entity Overview, Investments, Private Holdings, Cash Flow, Tax, Estate & Trusts, Insurance and Philanthropy, collated and 3-hole punched with clear Mylar on every tab, any section renamed to match how the family office reports. Free PDF proof first, from 25 sets.

Where can I order custom tabs for a financial plan presentation binder?

Tabzoola prints them: email your list of tab titles to orders@tabzoola.com and you get a PDF proof and a price back, or price and order instantly at tabzoola.com/order. Tabzoola prints financial plan presentation tabs to order — for example Executive Summary, Goals, Net Worth, Cash Flow, Retirement, Education, Insurance, Investments, Estate and Action Plan — collated in the order you present them, with clear Mylar on every tab and a different Mylar color per tab on request. The price shows instantly online and a free PDF proof comes before anything prints.

How should a financial advisor organize a client binder with tabs?

Most advisors order the tabs the way the meeting runs: who the client is (Client Profile), what they own (Account Summary, Asset Allocation, Performance), the planning areas (Tax, Estate, Insurance, Retirement), and what happens next (Goals & Objectives, Action Items). Tabzoola prints that as a 10-tab client review set, collated in binder order with clear Mylar on every tab, and any section can be renamed or added.

What sections should a financial advisor put in a client review binder?

Tabzoola's client review set uses ten sections, in the order a review meeting runs: Client Profile, Goals & Objectives, Account Summary, Investment Performance, Asset Allocation, Retirement Analysis, Tax Planning, Insurance Review, Estate Planning, and Action Items. Tabzoola's free client review binder builder starts with those ten ticked, lets you rename or drop any, and prices the printed set: $9.92 a set at 25 sets and $3.24 at 250, collated and 3-hole punched. The point of custom tabs is printing the exact sections your review process uses.

Can tab colors match our firm's branding?

Yes — choose from 19 Mylar colors and use one brand color across the set, or color-code by section. Tab text is printed to your exact wording in your chosen font.

Can we reorder the same set every quarter?

Yes. Once your layout is set, reordering the identical set is quick — the usual rhythm for quarterly review books and annual planning binders. 25-set minimum with volume price breaks.

How much do client binder tabs cost?

At Tabzoola, the 10-tab client review set, collated and 3-hole punched, is $9.92 a set at the 25-set minimum ($247.88) and $3.24 a set at 250 sets, setup included. Your own section names cost the same, and the exact price shows in the online designer as you build. Every order includes a free PDF proof before printing. These figures are tracked monthly in the Tabzoola Tab Price Index, November 2026 edition (tabzoola.com/tab-price-index/2026-11).

Free resources

Customer Reviews

★★★★★5.0 out of 5 from verified buyers
★★★★★✓ Verified buyer
Amazing Customer Service

We had a deadline to get 50 presentation books out, and our current tab supplier couldn't deliver the tabs that we needed on time. I worked directly with Justin and he was able to get our order manufactured and shipped out within days. The order arrived in time for us to complete our presentations, and the tabs looked great. This type of amazing customer service is very hard to find nowadays, but I'm thrilled to now have a supplier that I can count on.

Lamar W. · Sep 1, 2026
Response from Tabzoola

Lamar, thank you — a deadline like yours is exactly what the shop is built for. The moment Justin heard it, your deadline became our deadline, and your order was manufactured and out the door in days. Rush work only counts when it arrives looking right, so "the tabs looked great" is the part we're proudest of. Count on us for the next one — we'll be here. John Anselmo, Tabzoola

★★★★★✓ Verified buyer
Thanks !

Justin was so nice to work with ! He answered all my questions and now I feel like an expert :)

Megan D. · Aug 29, 2026
Response from Tabzoola

Megan, thank you for the kind words — I'll pass them straight to Justin. Getting every question answered before anything prints is exactly how we like to work, so "now I feel like an expert" is about the best review we could ask for. Whenever your next set of tabs comes up, your questions are always welcome. John Anselmo, Tabzoola

★★★★★✓ Verified buyer
Great Price

Glad I found you online. You're approximately 30 percent less than my old supplier and easier to work with. I'll be back.

Ben H. · Aug 22, 2026
Response from Tabzoola

Thank you, Ben — the price is no accident. We publish the whole table, setup included, so the number you see while you design is the number on the invoice. Glad the switch was easy, and we'll be ready when you are. — Tabzoola

★★★★★✓ Verified buyer
Great customer service

I can't say enough about how great Justin was helping me with my order. After I approved the order he took time to call me to ask if i was sure about a decision to use next day delivery on the whole order when only a partial would keep me going while the rest of the order shipped ups ground. He saved me a ton of money. Thank you for caring about your customers. I wish more people were like you.

Amy L. · Aug 20, 2026
Response from Tabzoola

Thank you, Amy — I'll make sure Justin sees this. Splitting the shipment so only the part you needed went next-day was the right call, and it's the kind of thing we'd rather catch on the phone than have you find on the invoice. Anyone here would have made that call. Thank you for taking the time to write it down. — Tabzoola

★★★★★✓ Verified buyer
Thank You

My old supplier went out of business. You guys produced an exact copy of what we've been using. Thank you!!!

Perri V. · Aug 18, 2026
Response from Tabzoola

Thank you, Perri — losing a supplier you've used for years is a real headache, and matching a set you already rely on is the kind of job we like. If you ever need another one matched, a photo of an existing tab is enough for us to pick up the titles and the colors. Glad we could keep you running. — Tabzoola

★★★★★✓ Verified buyer
Perfect!

Tabs came out better than expected. Will definitely be back.

Joan S. · Aug 18, 2026
Response from Tabzoola

Thank you, Joan — better than expected is a good place to land. The part people usually don't expect is the make: real die-cut tabs on index stock, with the Mylar bonded on both sides of the extension, which is where tabs tear first. We'll be ready whenever you need the next run. — Tabzoola

★★★★★✓ Verified buyer
Easy

Very easy to use.

Pat M. · Aug 15, 2026
Response from Tabzoola

Thank you, Pat — short, and the best kind. Easy is the whole thing we were aiming for, so that is good to hear. Ready whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Thanks!

You guys made ordering easy :)

Louie B. · Aug 14, 2026
Response from Tabzoola

Thanks, Louie — easy is the goal, and hearing it beats any feature list. Everything's printed and die-cut here in Schaumburg, so if anything ever isn't easy, you're one call from the people who made it. — Tabzoola

★★★★★✓ Verified buyer
Impressive

Very seldom do you see orders handled in such a professional manner. Thank you for a great job!

Sherri K. · Aug 13, 2026
Response from Tabzoola

Thank you, Sherri — that’s a compliment we don’t take lightly. Every order here gets the same handling: a free proof before anything prints, and one shop seeing it through from die-cut to the box. Glad yours showed it. — Tabzoola

★★★★★✓ Verified buyer
Easy ordering!

Very impressed how easy it was to order our index tabs. Will definitely be back for future orders!

Anna B. · Aug 11, 2026
Response from Tabzoola

Thank you, Anna — glad ordering was easy, that's the way it should be. And since you mentioned coming back: your design is saved, so the next run is a one-click reorder whenever you need it. — Tabzoola

★★★★★✓ Verified buyer
Thank you!

Turned out perfect!

Beth H. · Aug 9, 2026
Response from Tabzoola

Thank you, Beth — "turned out perfect" is the best thing we can hear. Every set is printed and die-cut by our sister company, Anselmo Die & Index, in Schaumburg, so the people who made yours are the ones who checked it before it shipped. We'll be ready whenever you need the next one.

★★★★★✓ Verified buyer
Exactly what we needed

They looked great and saved hours of collating :)

Chris C. · Aug 6, 2026
Response from Tabzoola

Thank you, Chris — collating is exactly the labor we're trying to take off your desk. Your sets came off the line already in order, so nobody had to stack them by position. Glad it showed. We'll be ready for the next run. — Tabzoola

★★★★★✓ Verified buyer
Thank You

Thank's for the great service. Will be back for future orders.

Greg M. · Aug 2, 2026
Response from Tabzoola

Thanks, Greg — that's exactly what we like to hear. We'll be ready whenever the next set comes up. — Tabzoola

★★★★★✓ Verified buyer
I'm Impressed

I'm truly impressed how easy it was to order.

Tony S. · Jul 25, 2026
Response from Tabzoola

Thanks, Tony — easy is exactly what we were going for, so that's good to hear. Your design is saved whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Nice Job

Easy to order, they came out perfect!

Nancy C. · Jul 23, 2026
Response from Tabzoola

Thank you, Nancy — "came out perfect" is exactly what we aim for. We've got your design saved whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Very easy to use :)
Kim Y. · Jul 21, 2026
Response from Tabzoola

Thanks, Kim — that's what we were going for. The designer is meant to get you to a proof in a couple of minutes, not an afternoon. We're here whenever you need another set. — Tabzoola

★★★★★✓ Verified buyer
Exceptional service

Tabs turned out great, and the service was above and beyond.

Jessica · Jun 28, 2026
Response from Tabzoola

Thank you, Jessica — service is the part we can't automate, so that means a lot. The tabs and the phone come from the same building in Schaumburg, which is the whole idea. Your design is saved whenever you need another run. — Tabzoola

Ready to design your tabs?

Instant pricing as you configure, proof by email within minutes of ordering, no account needed. Free shipping over $75.

If it isn’t what you approved on the proof, we reprint it — or refund it. 30 days from delivery.