Wealth Management Task Tracking Template

Wealth Management Task Tracking in Priority Matrix

Effectively track and prioritize wealth management tasks to ensure timely client service.

You can start using Wealth Management Task Tracking or other Financial-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

Critical & Immediate

• Task 1: Client Portfolio Review due in 1 day
  ☐ Review Client A's portfolio ☐ Identify potential investment opportunities ☐ Prepare investment proposal
• Task 2: Market Analysis Report due in 2 days
  ☐ Conduct market research ☐ Analyze market trends ☐ Prepare market analysis report
• Task 3: Client Meeting Preparation due in 3 days
  ☐ Prepare for client meeting ☐ Compile necessary documents ☐ Confirm meeting schedule
• Task 13: Client A's Tax Planning due in 6 months
  ☐ Review Client A's tax situation ☐ Prepare tax planning strategy ☐ Discuss plan with Client A
• Task 14: Client B's Estate Planning due in 7 months
  ☐ Review Client B's estate ☐ Prepare estate planning strategy ☐ Discuss plan with Client B
• Task 15: Retirement Planning for Client C due in 8 months
  ☐ Review Client C's retirement goals ☐ Prepare retirement planning strategy ☐ Discuss plan with Client C

Critical & Deferred

• Task 4: Update Client Records due in 1 week
  ☐ Review client records ☐ Update client information ☐ Ensure compliance with data protection regulations
• Task 5: Compliance Training due in 2 weeks
  ☐ Enroll in compliance training ☐ Complete training modules ☐ Obtain certification
• Task 6: Investment Strategy Review due in 3 weeks
  ☐ Review current investment strategies ☐ Evaluate performance ☐ Propose necessary adjustments
• Task 16: Annual Review Preparation due in 9 months
  ☐ Prepare for annual review ☐ Compile necessary documents ☐ Review performance against KPIs
• Task 17: Client D's Investment Review due in 10 months
  ☐ Review Client D's investments ☐ Identify potential investment opportunities ☐ Prepare investment proposal

Not Critical & Immediate

• Task 7: Client Relationship Management due in 1 month
  ☐ Check in with clients ☐ Address any concerns ☐ Ensure client satisfaction
• Task 8: Networking Event due in 5 weeks
  ☐ Prepare for networking event ☐ Identify potential clients ☐ Follow up with contacts
• Task 9: Quarterly Review due in 2 months
  ☐ Prepare for quarterly review ☐ Compile necessary documents ☐ Review performance against KPIs
• Task 18: Client E's Financial Plan Update due in 11 months
  ☐ Review Client E's financial plan ☐ Propose adjustments ☐ Implement changes

Not Critical & Deferred

• Task 20: Year-End Report due in 13 months
  ☐ Prepare year-end report ☐ Review with senior management ☐ Present to clients
• Task 10: Asset Allocation Review due in 3 months
  ☐ Review client's asset allocation ☐ Propose adjustments ☐ Implement changes
• Task 11: Financial Forecast due in 4 months
  ☐ Prepare financial forecast ☐ Review with senior management ☐ Adjust as needed
• Task 12: Risk Management Plan due in 5 months
  ☐ Review risk management strategies ☐ Propose improvements ☐ Implement changes
• Task 19: Portfolio Rebalancing due in 12 months
  ☐ Review client portfolios ☐ Identify rebalancing needs ☐ Implement changes