Client Review Prep

Name: Client Review Prep
Availability: InStock
Author: viviennamao

Aggregate account data and analyze portfolio performance for client review meetings.

26|2|Updated Apr 30, 2026

Search Tags:#portfolio analysis #wealth management #meeting preparation #financial advice #client review

Ready to run

npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill client-review-prep-viviennamao

💬 Prompt for ChatGPT / Claude Chat▼

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

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Simplifies the preparation of client review meetings by providing a summary of portfolio performance, allocation analysis, and strategic recommendations.

Core Features & Use Cases

Portfolio Performance Summary: Offers a clear overview of portfolio returns, benchmarks, and alpha.
Allocation Review: Compares current against target allocations and highlights any drift.
Talking Points Generation:自动生成会议议程和讨论要点。
Proactive Recommendations: Suggests rebalancing, tax-loss harvesting, and other strategies.
Output Generation: Creates a one-page summary, performance tables, and pie charts.

Quick Start

Run the Client Review Prep skill before your next meeting to ensure you have all the necessary information and recommendations at hand.

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 analysis?▼

Prepare for a client review meeting by aggregating account data, analyzing portfolio performance against benchmarks, and generating strategic actions. This yields a one-page summary, performance tables, and allocation pie charts.

What is portfolio drift and how do I review it against target allocations?▼

Portfolio drift occurs when current asset allocations deviate from targets. Review it by comparing current holdings against investment policy statements, which highlights drift and identifies necessary rebalancing actions.

Can I generate talking points and meeting agendas automatically for financial advice sessions?▼

Yes, you can generate talking points automatically. The system creates a meeting agenda and discussion points based on aggregated account data, portfolio performance summaries, and proactive strategic recommendations.

What data do I need to automate wealth management meeting preparation?▼

Automating wealth management meeting preparation requires access to client account information, investment policy statements, and market data. These inputs enable the system to analyze performance and suggest strategies like tax-loss harvesting.

What is the best way to suggest rebalancing and tax-loss harvesting strategies to clients?▼

The best way to suggest rebalancing and tax-loss harvesting is by analyzing portfolio performance and allocation drift automatically. This generates proactive recommendations and a one-page summary to guide the conversation.

Does this client review tool work without an investment policy statement?▼

No, an investment policy statement is required. It serves as the baseline to compare current against target allocations, ensuring the generated performance summary and strategic recommendations align with client goals.