Client Portfolio Management Template

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Efficiently manage and track the financial status of multiple client portfolios using Priority Matrix. This template helps accountants keep all client data up-to-date and accurate.

By following the steps outlined in this template, you can ensure timely reporting, reduce discrepancies, and maintain an organized portfolio management system, enhancing your service quality and client satisfaction.

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Client Portfolio Management for Priority Matrix

Client Portfolio Management in Priority Matrix

Manage and track multiple client portfolios efficiently with Priority Matrix.

You can start using Client Portfolio Management or other Professional-Services Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Urgent

  • Set up Client Portfolio 1 in Priority Matrix due in 1 day
    ☐ Create a project for Client 1 ☐ Input initial financial data ☐ Set up reminders for regular updates
  • Set up Client Portfolio 2 in Priority Matrix due in 3 days
    ☐ Create a project for Client 2 ☐ Input initial financial data ☐ Set up reminders for regular updates
  • Set up Client Portfolio 3 in Priority Matrix due in 4 weeks
    ☐ Create a project for Client 3 ☐ Input initial financial data ☐ Set up reminders for regular updates
  • Set up Client Portfolio 4 in Priority Matrix due in 8 weeks
    ☐ Create a project for Client 4 ☐ Input initial financial data ☐ Set up reminders for regular updates

High Impact, Not Urgent

  • Update Client Portfolio 1 due in 1 week
    ☐ Review financial data ☐ Input new data ☐ Check for discrepancies
  • Update Client Portfolio 2 due in 1 week
    ☐ Review financial data ☐ Input new data ☐ Check for discrepancies
  • Update Client Portfolio 3 due in 5 weeks
    ☐ Review financial data ☐ Input new data ☐ Check for discrepancies
  • Update Client Portfolio 4 due in 9 weeks
    ☐ Review financial data ☐ Input new data ☐ Check for discrepancies

Low Impact, Urgent

  • Review Client Portfolio 1 due in 2 weeks
    ☐ Review updated data ☐ Check for discrepancies ☐ Prepare report
  • Review Client Portfolio 2 due in 2 weeks
    ☐ Review updated data ☐ Check for discrepancies ☐ Prepare report
  • Review Client Portfolio 3 due in 6 weeks
    ☐ Review updated data ☐ Check for discrepancies ☐ Prepare report
  • Review Client Portfolio 4 due in 10 weeks
    ☐ Review updated data ☐ Check for discrepancies ☐ Prepare report

Low Impact, Not Urgent

  • Send Client Portfolio 1 Report due in 3 weeks
    ☐ Finalize report ☐ Send report to client ☐ Follow up for feedback
  • Send Client Portfolio 2 Report due in 3 weeks
    ☐ Finalize report ☐ Send report to client ☐ Follow up for feedback
  • Send Client Portfolio 3 Report due in 7 weeks
    ☐ Finalize report ☐ Send report to client ☐ Follow up for feedback
  • Send Client Portfolio 4 Report due in 11 weeks
    ☐ Finalize report ☐ Send report to client ☐ Follow up for feedback