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Financial Document Organization

Become a Trusted Advisor

When you first present your services to prospects, offer them a Financial Documents File Box to help them get organized. When their plans are implemented, present them with a Financial Documents Metal Strong Box. For clients purchasing large contracts or placing substantial assets under your direction, our North American cherry Premium Presentation Case and Executive Stationery Box make ideal appreciation gifts. Your thoughtfulness will be valued and great referrals are inevitable!

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Trusted Advisor Document Case
Trusted Advisor Document Case
Your Price $195.00

Elegance and Unbeatable Quality

If you work in the financial services field, you probably realize that real planning consists of as much art as science. Clients develop respect for your advice, guidance, and credentials. They consider you their trusted advisor.
Standard Financial Document Case
Standard Financial Document Case
Your Price $149.00

Smaller but Still as Rich

At some point, you may be working with clients that require modified financial services.We know that under those circumstances you may want a smaller financial documents case with less need for filing specific documents. So Boxes by Pandora has developed a smaller case that maintains the same high quality construction with fewer files and tabs.

Hallmark Client Document Case
Hallmark Client Document Case
Your Price $124.95

If you're looking for a standard case with an economic incentive, then the Hallmark Client Document Case fits the bill. Even though we've substituted different materials in order to keep the price low, we feel that you will appreciate the fact that the same file system as the Trusted Advisor case is also included.

Each Hallmark Client Document Case Includes:

  • 30 Black Hanging Files
  • Rigid Vinyl Handle 10" File Capacity Weight 12 lbs (includes files)
  • Nickel Hardware, Keyed Lock
  • Optional Brass Engraved Client Nameplate
  • Birch Ply Finish
Financial Documents File Box
Financial Documents File Box
Your Price $29.95

Encourages Clients to Plan and Review

Stand tall in the opinion of all your clients by presenting them with this personalized, reinforced document organizer that includes 16 premium file dividers for quick access to important financial records, papers, and certificates. It’s an organizer every client will value—particularly when you schedule annual financial reviews. When presenting this organizer to your clients, explain how its ease of use will help to create the peace of mind that comes with knowing where personal financial documents can be found and to accurately plan for their ongoing financial security.

SPECIAL OFFER! Buy 6, get 1 FREE!
Financial Files and Tab System
Financial Files and Tab System Single Pak
Your Price $39.95

Now available separately!
The Perfect Client Organization Tool

Single pak of tabs and also available in 3 paks & 5 paks!
Qty Price
Single Pak $39.95/ea
3 Pak $99.95/ea
5 Pak  $159.95/ea
Financial Documents Metal Strong Box
Financial Documents Metal Strong Box
Your Price $49.95

Creates a Caring Reputation for Advisors

When delivering key financial documents to your clients—such as investment records, annuity contracts, stock and mutual fund certificates, bonds, and insurance policies—you can foster loyal relationships by presenting them in our classic pinstriped, metal strong box. Featuring a three-digit personal combination security lock and polished silver carrying handle, this smartly designed strong box can protect a large selection of both original and backup records that your clients will want to keep at their fingertips. An interior business card holder allows you to prominently display your name and contact information.

SPECIAL OFFER! Buy 6, get 1 FREE!

Financial Documents Reference Manual & Guidelines Card
Financial Documents Reference Manual & Guidelines Card
Your Price $4.95

An organized recordkeeping system will help your clients avoid frustration, while saving them valuable time and money. This 16-page booklet and quick reference card explain how and where both legal and vital non-legal documents should be safely stored for quick and easy retrieval.

Qty Price
1-99 $4.95/ea
100-249 $4.50/ea
250-499 $4.25/ea
500+ $3.95/ea
   
 
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