Build enduring client relationships with the elite wealth management deck, a complete client reporting system designed for premier financial advisors and family offices. For high-net-worth clients, a financial report is more than a statement of performance; it's a measure of your stewardship over their legacy. A generic, data-heavy presentation creates confusion and anxiety, while a world-class wealth management deck builds unshakeable confidence and solidifies your role as their most trusted advisor.

Introducing The Legacy Builder, the complete system for crafting a client-facing wealth management deck that transforms complex financial data into a clear, compelling narrative of security and growth. This isn't just a template; it's a strategic framework for communication that elevates every client conversation from a simple review to a strategic partnership.

What's Inside Your Client Reporting System:

• The Client Strategy Deck (PowerPoint): A 50+ slide, sophisticated and minimalist presentation that provides a complete narrative of your client's financial journey. It’s fully editable and includes every critical section:
  • Portfolio Performance & Attribution: Visually stunning charts to clearly communicate returns against benchmarks.
  • Strategic Asset Allocation: Intuitive infographics to illustrate current and target portfolio diversification.
  • Risk Analysis & Stress Testing: Professional layouts to transparently communicate risk exposure and mitigation strategies.
  • Economic Outlook & Forward-Looking Forecasts: A framework to present your market thesis and strategic adjustments.
  • Legacy & Estate Planning Overview: Dedicated slides to facilitate deeper, multi-generational wealth conversations.
• The Client Portfolio Dashboard (Excel): The analytical engine that powers your reporting. This powerful, unlocked tool features:
  • Performance & Holdings Tracker: A clear dashboard to input and track portfolio data, which seamlessly populates your presentation charts.
  • Asset Allocation Modeler: A tool to model and visualize different strategic allocation scenarios.
  • Risk Profile & Monte Carlo Simulator (Framework): A structured template to run and present sophisticated risk simulations.

Who This Is For:

This suite is engineered for Wealth Managers, Financial Advisors (CFPs), Private Bankers, and Family Office CIOs across the United States and Canada who are responsible for managing and reporting on high-net-worth and ultra-high-net-worth client portfolios.

Gain Your Unrivaled Advantage:

• Solidify Multi-Generational Trust: Present your stewardship with a level of professionalism and clarity that builds deep, lasting client relationships.
• Justify Your Value & Command Premium Fees: Clearly articulate your strategic value beyond simple market returns, reinforcing your role as an indispensable advisor.
• Facilitate Deeper, More Strategic Conversations: Use a powerful wealth management deck to shift the focus from past performance to future legacy and goals.

Save Hundreds of Hours on Manual Reporting: Focus on client relationships and strategy, not on struggling with slides and spreadsheets, with a battle-tested system designed for the elite advisor.