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Client Review Prep

Aggregate account data and generate client review summaries with talking points.

Updated May 9, 2026
Search Tags:#portfolio analysis#wealth management#financial planning#meeting preparation#client review
One-click install
npx skills add https://github.com/mahyarmalekii/MarketIntel --skill client-review-prep-mahyarmalekii
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Review Prep
Source: https://github.com/mahyarmalekii/MarketIntel/tree/main/backend/financial-services/plugins/vertical-plugins/wealth-management/skills/client-review
Command: npx skills add https://github.com/mahyarmalekii/MarketIntel --skill client-review-prep-mahyarmalekii

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the preparation for client review meetings by providing a comprehensive summary of portfolio performance, allocation analysis, and talking points.

Core Features & Use Cases

  • Portfolio Performance Summary: Aggregate account data and performance metrics.
  • Allocation Analysis: Compare current and target allocations.
  • Talking Points Generation: Create a meeting agenda with key points.
  • Action Items: Provide proactive recommendations and action items.
  • Output: Generate a one-page client review summary and performance reports.

Quick Start

Trigger the client review prep skill with the command "prepare client review for [client name]".

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 client review meeting with portfolio performance summaries?▼

To prepare for a client review meeting, you can automate the aggregation of account data and portfolio performance metrics to generate a comprehensive summary and talking points. This process streamlines creating performance reports and proactive action items for wealth management.

What is the best way to automate talking points and action items for wealth management reviews?▼

Automating talking points and action items involves analyzing portfolio performance and allocation data to generate a meeting agenda. This approach provides financial advisors with tailored financial advice and a one-page client review summary.

How does portfolio allocation analysis work for financial planning meetings?▼

Portfolio allocation analysis for financial planning meetings works by comparing current asset allocations against target allocations. This comparison helps generate proactive recommendations and key talking points for client engagement.

Can I generate a one-page client review summary from aggregated account data?▼

Yes, you can generate a one-page client review summary by aggregating account data and analyzing portfolio performance. This output provides financial advisors with performance reports and action items tailored for client review meetings.

Does this client review preparation tool require specific financial planning software dependencies?▼

No specific financial planning software dependencies are required to use this client review preparation functionality. The tool operates independently to aggregate account data and generate performance summaries for wealth management meetings.

When do I need an automated meeting preparation summary for financial advisors?▼

You need an automated meeting preparation summary when preparing for client review meetings to ensure comprehensive portfolio performance and allocation analysis. It is designed for financial advisors to enhance client engagement and deliver tailored financial advice efficiently.

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