Client Review Prep

Name: Client Review Prep
Availability: InStock
Author: smrik

Synthesize portfolio performance and allocation data into client meeting preparation documents.

1|Updated Mar 5, 2026

Search Tags:#asset allocation #wealth management #financial planning #portfolio performance #client review #investment policy

Ready to run

npx skills add https://github.com/smrik/ai-fund --skill client-review-prep-smrik

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Client Review Prep
Source: https://github.com/smrik/ai-fund/tree/main/skills/wealth-management/skills/client-review
Command: npx skills add https://github.com/smrik/ai-fund --skill client-review-prep-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual overhead of gathering portfolio data, performance metrics, and talking points, ensuring you are fully prepared for client meetings without the administrative burden.

Core Features & Use Cases

Performance Aggregation: Automatically compiles QTD, YTD, and inception-to-date performance metrics against benchmarks.
Allocation Analysis: Identifies asset class drift relative to the Investment Policy Statement (IPS) to trigger rebalancing discussions.
Meeting Agenda Generation: Creates structured talking points covering market context, planning updates, and proactive recommendations.

Quick Start

Use the client review prep skill to generate a meeting summary and performance report for the upcoming quarterly review with 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 automate client review prep for wealth management meetings?▼

To automate client review prep, you can synthesize portfolio performance data, asset allocation metrics, and planning notes into a structured meeting document. This streamlines quarterly reviews by eliminating manual data gathering overhead.

How does asset allocation drift analysis work for portfolio performance reviews?▼

Asset allocation drift analysis identifies deviations in asset class weights relative to Investment Policy Statement targets. It automatically flags these variances to trigger proactive rebalancing discussions during client consultations.

What do I need to generate compliant client review summaries?▼

You need access to account-level performance metrics, IPS targets, and historical meeting notes. The system synthesizes these inputs to generate accurate, compliant, and actionable client-facing summaries.

Can I use this for ad-hoc client consultations or just annual checkups?▼

You can use this for ad-hoc client consultations, quarterly reviews, and annual checkups. It facilitates various meeting types by automating the retrieval and formatting of financial data into structured talking points.

What is the best way to prepare meeting agendas for financial planning reviews?▼

The best way to prepare meeting agendas is to generate structured talking points covering market context, planning updates, and proactive recommendations. This ensures comprehensive coverage without the administrative burden.

How do I compile QTD and YTD performance metrics against benchmarks?▼

Performance aggregation automatically compiles QTD, YTD, and inception-to-date metrics against benchmarks. This synthesizes portfolio performance data into a structured meeting preparation document.