Managing multiple client portfolios can be a complex and time-consuming task. With our Book of Business template, you can easily keep track of all your client's financial information in one place. This template allows you to:

1. Stay Organized: With this template, you can easily manage all your client's financial information in one place. No more searching through multiple spreadsheets or documents to find the information you need.

2. Track Performance: This template allows you to track your client's financial performance. You can easily see how their investments are doing and make informed decisions about their financial future.

3. Plan for Future Reviews: With this template, you can easily plan for future reviews with your clients. You can see when their next review date is and prepare accordingly.

4. Streamline Your Process: This template can help streamline your client management process. With all your client's financial information in one place, you can spend less time managing their portfolios and more time providing them with valuable financial advice.