Wealth Management Binder Tabs — 10-Tab Client Review Sets from $3.24
Tabzoola prints wealth management binder tabs: a 10-tab client review set with your sections, such as Portfolio Summary and Financial Plan, clear Mylar on every tab, collated and 3-hole punched. From $3.24 a set.

The 10-tab client review 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.
- Client Profile
- Account Summary
- Investment Performance
- Asset Allocation
- Tax Planning
- Estate Planning
- Insurance Review
- Retirement Analysis
- Goals & Objectives
- Action Items
| Sets | Per set | Total |
|---|---|---|
| 25 | $9.92 | $247.88 · ships free |
| 50 | $6.02 | $300.75 · ships free |
| 100 | $4.62 | $461.50 · ships free |
| 250 | $3.24 | $808.75 · ships free |
Setup included, no sales tax added. Every section name is yours to change, and the price updates as you do. Free PDF proof before anything prints.
Need them fast? Tick 3-Day Rush at checkout (+40%, $75 minimum) and it ships 3 business days after you approve your proof. See your delivery date →
Tabzoola is a US manufacturer and supplier of custom wealth management and client review binder tabs, manufactured to order at our own plant in Schaumburg, Illinois — Tabzoola's tabs are made at the Anselmo Die & Index, Inc. plant, die-cutting index tabs since 1993 and shipping 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 — Portfolio Summary, Performance, Financial Plan, Estate Documents — and reorder the same set every quarter. Pricing shows live as you build, with a free PDF proof before anything prints.
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 on paper, 11 on poly), 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
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.
Specs, minimums, and pricing at a glance
Wealth Management & Client Review Binder Tabs — what you can choose, what a set costs, and how fast it ships.
- Minimum order
- 25 sets
- Paper price, 5-tab set
- $5.45 per set at 25 sets, $2.35 at 100 sets, $1.57 at 250 sets. The size most suppliers quote — compare this one.
- Paper price, 8-tab set
- $8.00 per set at 25 sets, $3.58 at 100 sets, $2.44 at 250 sets. One price, setup included — nothing is added at checkout.
- How you order
- Design online and see the exact price live, then buy by card — no quote form, no sales call.
- Materials
- 90# or 110# index paper, with optional Mylar edge reinforcing.
- Colors & cuts
- 19 Mylar colors on paper, 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 5 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
What tabs go in a wealth management client review binder?
A common backbone: Portfolio Summary, Performance, Asset Allocation, Financial Plan, Retirement & Income, Estate Documents, Insurance, and Tax & Fees — but the point of custom tabs is printing the exact sections your review process uses.
Can I get bottom tab dividers numbered up to 150?
Yes — numbered bottom tab sets run 1–25, 1–50, 1–100, 1–150, or any custom range, and the sequence generates itself in the designer: enter the start and end number and every tab fills in, collated in order. Ranges can also start at any number, so a set can pick up where the last one ended.
What is the largest bottom tab divider set available?
Sets up to 150 tabs price instantly online, and larger sequences are produced at the plant as custom work — send the range through the quote form. Most stock bottom-tab products stop at 10 or 20 tabs per set; printed-to-order is how the long numbered runs exist at all.
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?
You see your exact price instantly in the online designer — paper sets start around $1.08 per set at volume, and the total updates live as you configure. Every order includes a free PDF proof before printing.
Free resources
Customer Reviews
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, 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
Justin was so nice to work with ! He answered all my questions and now I feel like an expert :)
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
Glad I found you online. You're approximately 30 percent less than my old supplier and easier to work with. I'll be back.
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
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.
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
My old supplier went out of business. You guys produced an exact copy of what we've been using. Thank you!!!
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
Tabs came out better than expected. Will definitely be back.
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
Very easy to use.
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
You guys made ordering easy :)
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
Very seldom do you see orders handled in such a professional manner. Thank you for a great job!
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
Very impressed how easy it was to order our index tabs. Will definitely be back for future orders!
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
Turned out perfect!
Thank you, Beth — "turned out perfect" is the best thing we can hear. Every set is die-cut and printed in our own shop 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.
They looked great and saved hours of collating :)
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
Thank's for the great service. Will be back for future orders.
Thanks, Greg — that's exactly what we like to hear. We'll be ready whenever the next set comes up. — Tabzoola
I'm truly impressed how easy it was to order.
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
Easy to order, they came out perfect!
Thank you, Nancy — "came out perfect" is exactly what we aim for. We've got your design saved whenever you need more. — 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
Tabs turned out great, and the service was above and beyond.
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
Live pricing as you configure — 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.
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