Client Review Prep

Name: Client Review Prep
Availability: InStock
Author: rpoole-dev

Generates a client review document with portfolio performance, allocation analysis, talking points, and action items.

Updated May 10, 2026

Search Tags:#financial analysis #portfolio analysis #wealth management #client review #investment planning

Ready to run

npx skills add https://github.com/rpoole-dev/comps-site --skill client-review-prep-rpoole-dev

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Client Review Prep
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/wealth-management/skills/client-review
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill client-review-prep-rpoole-dev

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 generating portfolio performance summaries, allocation analyses, and action items, ensuring a concise and meeting-ready format.

Core Features & Use Cases

Portfolio Performance Summary: Provides a quick overview of portfolio returns and benchmarks.
Allocation Analysis: Reviews current vs. target allocation and identifies any drift.
Talking Points: Generates a meeting agenda with key topics and action items.
Proactive Recommendations: Suggests rebalancing trades, tax-loss harvesting, and other actions.
Output: Produces a one-page client review summary, performance tables, and allocation charts.

Quick Start

Prepare for a client review meeting by using the Client Review Prep skill and entering the 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 in wealth management?▼

To prepare for a client review meeting in wealth management, you can generate a comprehensive document analyzing portfolio performance, allocation, and talking points. This process requires access to client account data and investment policy statements to produce a meeting-ready summary.

What is portfolio performance summary generation for financial planning?▼

Portfolio performance summary generation for financial planning is the process of analyzing portfolio returns against benchmarks to provide a quick overview. It outputs performance tables and allocation charts to streamline client review meeting preparation.

How do I generate talking points and action items for an investment planning review?▼

To generate talking points and action items for an investment planning review, analyze portfolio allocation and performance data. This produces a meeting agenda with key topics and proactive recommendations like rebalancing trades and tax-loss harvesting.

Can I use client account data to detect allocation drift during portfolio analysis?▼

Yes, you can use client account data to detect allocation drift during portfolio analysis. The process reviews current versus target allocation, identifies discrepancies, and suggests proactive rebalancing trades to correct the portfolio drift.

Do I need an investment policy statement to analyze portfolio allocation?▼

Yes, you need an investment policy statement to analyze portfolio allocation effectively. The statement provides the target allocation benchmarks required to identify drift and generate proactive recommendations for the client review document.

What is the best way to structure a one-page client review summary?▼

The best way to structure a one-page client review summary is to combine portfolio performance tables, allocation charts, and generated talking points. This meeting-ready format ensures concise coverage of returns, drift, and action items.