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Client Report

Generate client-facing wealth management performance reports with customizable parameters.

34.1k|5.1k|Updated Feb 23, 2026
Search Tags:#portfolio analysis#wealth management#financial reporting#performance report#client report#market commentary
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill client-report-anthropics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Report
Source: https://github.com/anthropics/financial-services-plugins/tree/main/wealth-management/skills/client-report
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill client-report-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the creation of comprehensive, professional client-facing performance reports, saving financial advisors significant time and ensuring consistency.

Core Features & Use Cases

  • Automated Report Generation: Creates detailed performance reports including returns, allocations, holdings, and market commentary.
  • Customizable Parameters: Allows specification of client, period, accounts, benchmarks, and firm branding.
  • Use Case: An advisor needs to generate quarterly performance reports for 50 clients. This Skill can pull the necessary data, format it according to firm standards, and produce a PDF report for each client, complete with personalized commentary.

Quick Start

Use the client report skill to generate a quarterly report for the 'Smith Household' using the 'S&P 500' benchmark and firm branding.

Frequently Asked Questions about Client Report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate professional client performance reports for wealth management accounts?▼

You can automate client performance report generation by specifying parameters like reporting period, accounts, and benchmarks. The system then pulls necessary data to produce a comprehensive document covering portfolio returns, holdings details, and market commentary.

What financial data is included in an automated wealth management client report?▼

An automated wealth management client report includes portfolio returns, allocation breakdowns, holdings details, market commentary, and activity summaries. This provides a comprehensive overview of account performance over a specified period.

Can I customize portfolio analysis reports with specific firm branding and benchmarks?▼

Yes, you can customize portfolio analysis reports with specific firm branding and benchmarks. The generation process supports tailored parameters including client specifications, reporting periods, accounts, and selected benchmarks for personalized output.

What is the best way to automate quarterly financial reporting for multiple wealth management clients?▼

The best way to automate quarterly financial reporting for multiple clients is using a customizable generation skill. It pulls necessary data, formats it to firm standards, and produces a personalized report complete with market commentary for each client.

Does automated performance reporting support specific reporting periods and account selections?▼

Yes, automated performance reporting supports specific reporting periods and account selections. You can specify the client, period, target accounts, and benchmarks to ensure the generated output matches your exact wealth management reporting requirements.

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