How does it identify allocation drift?

The skill compares current account holdings and market values from the PMS against the target percentages and tolerance bands defined in the client's Investment Policy Statement (IPS).

Can it suggest specific financial recommendations?

Yes, it proactively identifies optimization opportunities like tax-loss harvesting, Roth conversions, RMD planning, and beneficiary reviews tailored to the specific client's data.

What kind of meeting materials does it generate?

It produces a structured 60-minute agenda, a one-page client context summary, performance highlights, drift tables, and proactive recommendation briefs.

Does it include compliance checks?

Yes, it features a compliance pre-check to verify the recency of the IPS, suitability data, and advisory agreements before the advisor meets with the client.

What does the Client Review Prep skill do?

It automates the gathering and analysis of client data, performance metrics, and compliance checks to create a ready-to-use meeting package for financial advisors, reducing manual prep time.

Wealth Management Client Review Prep

Name: Wealth Management Client Review Prep
Author: JoelLewis

byJoelLewis

•

Productividad y Flujo de Trabajo

Streamlines the workflow for preparing financial advisors for client reviews by automating data assembly, performance analysis, and agenda creation.

The Client Review Prep skill automates the labor-intensive process of preparing for wealth management client reviews by synthesizing data from CRM, PMS, and planning systems. It generates comprehensive context packages, performance summaries, and allocation drift analyses while identifying proactive recommendations like tax-loss harvesting or RMD planning. By structuring tailored talking points and meeting agendas with built-in compliance pre-checks, it ensures advisors enter every interaction fully informed and prepared without manual data scrambling.

Características Principales

01Structured meeting agenda and exhibit package generation

02Automated client context assembly from CRM and investment systems

0318 GitHub stars

04Real-time allocation drift analysis against target tolerance bands

05Performance narrative generation comparing returns to IPS benchmarks

06Proactive recommendation engine for tax optimization and life events

Casos de Uso

01Generating talking points and exhibits for high-net-worth client presentations

02Preparing for unscheduled reviews triggered by market volatility or life events

03Standardizing a firm's quarterly or annual client review workflow

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add joellewis/finance_skills client-review-prep

For use in Claude.ai and ChatGPT

Download Skill