Looking for Freelance Investment Advisor Templates to download? See the main templates that a Freelance Investment Advisor would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Freelance Investment Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Investment Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Investment Performance Report
2. Client Investment Portfolio Summary
3. Investment Research Report
4. Investment Recommendation Template
5. Investment Risk Assessment Spreadsheet
6. Investment Proposal Template
7. Client Onboarding Checklist
8. Investment Due Diligence Checklist
9. Investment Compliance Report
10. Investment Fee Schedule
Reports are often prepared by a Freelance Investment Advisor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Investment Performance Report
2. Portfolio Allocation Report
3. Client Account Statement
4. Market Research Report
5. Investment Strategy Report
6. Risk Assessment Report
7. Investment Recommendations Report
8. Financial Statement Analysis Report
9. Economic Outlook Report
10. Client Meeting Summary Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Investment Advisor does and how they do it.
1. Client Onboarding SOP
2. Investment Research SOP
3. Portfolio Management SOP
4. Risk Assessment SOP
5. Financial Planning SOP
6. Performance Reporting SOP
7. Compliance and Regulatory SOP
8. Client Communication SOP
9. Investment Strategy Review SOP
10. Business Development SOP
Freelance Investment Advisor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Investment Performance Report
2. Market Analysis and Outlook
3. Portfolio Review and Recommendations
4. Investment Strategy and Asset Allocation
5. Client Financial Planning and Goal Setting
There are several key times when a Freelance Investment Advisor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Client Agreement Template
2. Investment Policy Statement Template
3. Non-Disclosure Agreement Template
4. Risk Disclosure Statement Template
5. Financial Planning Agreement Template
Health & Safety templates for a Freelance Investment Advisor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Setting up Freelance Investment Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Investment Review Calendar
2. Client Meeting Schedule Calendar
3. Market Research and Analysis Calendar
4. Tax Planning and Reporting Calendar
5. Financial Reporting and Analysis Calendar
Several types of Freelance Investment Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Investment Advisory Invoice
2. Portfolio Management Fee Invoice
3. Performance-based Incentive Invoice
4. Financial Planning Consultation Invoice
5. Investment Research Report Invoice
For a Freelance Investment Advisor to get insights related to the work they do, they need to send out Freelance Investment Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Market Research Survey
3. Investment Performance Survey
4. Risk Assessment Survey
5. Financial Planning Survey
Having premade Freelance Investment Advisor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Investment Review Meeting
2. Client Portfolio Update Meeting
3. Market Analysis and Outlook Meeting
4. Investment Strategy Planning Meeting
5. Performance Evaluation and Reporting Meeting
To manage finances well, a Freelance Investment Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Client Billing Template
3. Investment Portfolio Tracker
4. Monthly Budget Planner
5. Tax Preparation Worksheet
Dashboards are a useful way for a Freelance Investment Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Portfolio Performance Dashboard
2. Asset Allocation Dashboard
3. Risk Management Dashboard
4. Client Engagement Dashboard
5. Market Analysis Dashboard
For bidding or requesting work, a Freelance Investment Advisor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Investment Portfolio Proposal
2. Retirement Planning Proposal
3. Risk Management Proposal
4. Tax Planning Proposal
5. Wealth Management Proposal
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Investment Advisor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.