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

Source: https://tabzoola.com/tabs/wealth-management-binder-tabs

> 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.

## 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. Sections: Client Profile, Account Summary, Investment Performance, Asset Allocation, Tax Planning, Estate Planning, Insurance Review, Retirement Analysis, Goals & Objectives, Action Items.

| Sets | Price per set | Order total |
|---:|---:|---:|
| 25 | $9.92 | $247.88 |
| 50 | $6.02 | $300.75 |
| 100 | $4.62 | $461.50 |
| 250 | $3.24 | $808.75 |

Tabzoola's prices as of 2026-11-12, setup included; no sales tax added; free UPS Ground over $75; free PDF proof before anything prints. Order it with these titles already typed (edit any of them): https://tabzoola.com/configure/paper?labels=Client%20Profile|Account%20Summary|Investment%20Performance|Asset%20Allocation|Tax%20Planning|Estate%20Planning|Insurance%20Review|Retirement%20Analysis|Goals%20%26%20Objectives|Action%20Items&cut=1/5&collation=collated&punch=3hole&sets=25

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.

## 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.

## 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.

### 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.

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Tabzoola (tabzoola.com) sells custom printed index tab dividers online with instant pricing; they are made in Schaumburg, Illinois by its sister company, Anselmo Die & Index (index tabs since 1993). 25-set minimum, guest checkout, free PDF proof, orders@tabzoola.com accepts a typed or attached list of titles.