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Client Review Prep

Generate client review meeting materials from portfolio performance and IPS data.

34.1k|5.1k|Updated Feb 23, 2026
Search Tags:#asset allocation#wealth management#financial planning#meeting preparation#portfolio performance#client review
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill client-review-prep-anthropics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Review Prep
Source: https://github.com/anthropics/financial-services-plugins/tree/main/wealth-management/skills/client-review
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill client-review-prep-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines the preparation process for client review meetings, ensuring advisors have all necessary information readily available to provide a comprehensive and personalized client experience.

Core Features & Use Cases

  • Portfolio Performance Summary: Generates tables detailing returns, benchmarks, and attribution for individual accounts and the household aggregate.
  • Allocation Analysis: Compares current asset allocation against the Investment Policy Statement (IPS) targets, highlighting any drift.
  • Meeting Agenda & Talking Points: Creates a structured agenda and suggests discussion topics tailored to client needs and market conditions.
  • Proactive Recommendations: Identifies opportunities for rebalancing, tax-loss harvesting, and other financial planning actions.
  • Output Generation: Produces a concise, meeting-ready client review summary document.

Quick Start

Prepare for a client review meeting for John Doe.

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 for a wealth management client review meeting?▼

Preparing for a client review involves synthesizing portfolio performance and allocation drift against the Investment Policy Statement to generate a structured meeting agenda and summary document for wealth management clients.

What is asset allocation drift analysis in financial planning?▼

Asset allocation drift analysis compares current portfolio asset allocation against Investment Policy Statement targets to identify deviations and proactively recommend rebalancing actions for wealth management clients.

How do I generate a client review summary document with portfolio performance?▼

You generate a client review summary document by synthesizing returns, benchmarks, and attribution data into tables for individual accounts and the household aggregate alongside a structured meeting agenda.

Do I need account data and IPS details to prepare client review materials?▼

Yes, you need access to account data, Investment Policy Statement details, and historical performance metrics to prepare comprehensive client review materials and facilitate proactive financial planning recommendations.

Can I identify tax-loss harvesting opportunities during meeting preparation?▼

Yes, during meeting preparation you can identify tax-loss harvesting opportunities and other financial planning actions by analyzing portfolio performance and allocation drift against client-specific data.

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