Professional Plan Presentation Materials (Binders and Tabs)
A premium handcrafted portfolio is a constant reminder of your firm's quality—and a silent branding tool every time anyone opens it. WealthCounsel has partnered with K&L Looseleaf, a premier binder manufacturer in the U.S. since 1989, to help you present your work with distinction.
Designed for Wealth Docx®: Every portfolio includes one set of tabs at no extra charge (view tab titles), perfectly aligned to Wealth Docx sections. Need more? Individual tab titles are also available in packs of 15.
Make it Yours: Want a portfolio that is unmistakably your firm’s? All K&L Looseleaf products are fully customizable. Contact us today for details.
Shipping: Orders ship within 3–5 business days. Need to ship to Alaska or Hawaii, or want it by a specific date? Contact us to confirm availability and shipping options.
Sizing Tip: Listed sizes refer to ring capacity (the straight edge for a D-ring, or the diameter for a round ring — Not spine thickness). Plan on 75–100 sheets per ½" of capacity, and we recommend ordering the next size up for a comfortable, professional fit. Contact us if you have any questions.
