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AlexZWANG1
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Client Review Prep

Aggregate portfolio performance and allocations into meeting-ready client review materials.

Updated Mar 17, 2026
Search Tags:#reporting#meeting-prep#wealth-management#client-review#portfolio-performance#allocation-analysis#ips-compliance
One-click install
npx skills add https://github.com/AlexZWANG1/Prism --skill client-review-prep-alexzwang1
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Review Prep
Source: https://github.com/AlexZWANG1/Prism/tree/main/financial-services-plugins/wealth-management/skills/client-review
Command: npx skills add https://github.com/AlexZWANG1/Prism --skill client-review-prep-alexzwang1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Gather and structure portfolio data to produce a concise, meeting-ready client review that saves time and reduces preparation errors.

Core Features & Use Cases

  • Automated data aggregation: compile portfolio performance, allocations, and IPS constraints across accounts.
  • Review-ready outputs: generate a one-page summary, performance table with benchmarks, allocation chart, and talking points.
  • Use Case: before quarterly reviews, annual checkups, or ad-hoc client meetings, you can quickly present a clear narrative of progress and next actions.

Quick Start

Provide a client name or meeting context to generate a complete review pack for the upcoming meeting.

Frequently Asked Questions about Client Review Prep

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

FAQPage Schema
How do I prepare a client review package for a wealth management meeting?▼

Prepare a client review package by aggregating portfolio performance, allocation analysis, and action items into a concise one-page summary, performance table, allocation chart, and meeting agenda.

What is included in a meeting-ready portfolio performance summary?▼

A meeting-ready portfolio performance summary includes a one-page overview, performance table with benchmarks, allocation chart, talking points, and a clear meeting agenda with next steps.

Can I use portfolio data to generate talking points and an allocation analysis for quarterly reviews?▼

Yes, you can generate talking points and allocation analysis for quarterly reviews by summarizing portfolio performance versus benchmarks and identifying key drivers across multiple accounts.

Does the client review preparation process check for IPS compliance?▼

Yes, the client review preparation process checks for IPS compliance by compiling portfolio allocations and IPS constraints across accounts to ensure the review meets wealth management workflow requirements.

What is the best way to structure action items and next steps for an annual client checkup?▼

The best way to structure action items for an annual client checkup is to produce a clear meeting agenda with next steps, driven by aggregated portfolio performance and allocation analysis.

Do I need to provide multiple accounts to generate an ad-hoc client review?▼

To generate an ad-hoc client review, you need to provide a client name or meeting context, and the process aggregates portfolio performance and allocations across multiple accounts to produce the review pack.

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