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Client Review Prep

Generate client review briefs with performance, allocation, and action items.

17|4|Updated Mar 11, 2026
Search Tags:#wealth management#allocation#meeting prep#performance attribution#portfolio performance#client review
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill client-review-prep-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Review Prep
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/wealth-management/skills/client-review
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill client-review-prep-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepare for client review meetings by consolidating account and household data into a concise, meeting-ready brief that highlights performance, allocation drift, key contributors, and clear action items so advisors can lead efficient, client-focused conversations.

Core Features & Use Cases

  • Portfolio Performance Summary: Consolidates QTD/YTD/1Y/3Y/since-inception returns, benchmarks, and alpha at the account and household level.
  • Performance Attribution: Identifies top contributors and detractors, and flags single-position concentration risk.
  • Allocation Review & Rebalancing: Compares current vs target allocations, calculates drift, and highlights rebalancing actions when IPS thresholds are exceeded.
  • Meeting Materials: Produces a one-page client summary, performance tables, allocation pie chart, meeting agenda, and a list of prioritized action items for follow-up.
  • Use Case: Quarterly or ad-hoc client meetings where an advisor needs a succinct, documented review to discuss performance, planning changes, and next steps.

Quick Start

Prepare a client review for Jane Doe including household AUM, account-level performance and attribution, current vs target allocation with drift flags, 3 talking points, and 3 recommended action items.

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 a client review meeting brief for household wealth management accounts?▼

To prepare a client review meeting brief, consolidate household and account-level data to summarize portfolio performance, allocation drift, and key contributors. This generates a one-page summary with performance tables, allocation charts, and action items for Word or PDF.

What is performance attribution and how does it work for a portfolio review?▼

Performance attribution identifies the top contributors and detractors in a portfolio, flagging single-position concentration risk. It calculates account-level and household-level returns, benchmarks, and alpha to highlight what drove performance during the review period.

How do I calculate allocation drift and flag IPS threshold violations for a client portfolio?▼

Calculating allocation drift involves comparing current portfolio allocations against target allocations defined by the IPS. When allocations exceed set thresholds, the process flags these violations and highlights specific rebalancing actions required to realign the portfolio.

Can I generate a one-page client review summary for an ad-hoc meeting?▼

Yes, you can generate a one-page client review summary for ad-hoc or quarterly meetings. The process consolidates account holdings, computes metrics, and outputs a succinct summary with talking points, meeting agendas, and prioritized action items suitable for client conversations.

What is the best way to consolidate account-level and household-level metrics for a wealth management review?▼

The best way to consolidate account and household metrics is to aggregate all underlying account holdings, compute QTD, YTD, and since-inception returns, and roll up performance attribution to the household level for a comprehensive portfolio review.

Does client review prep work without dependencies for generating PDF reports?▼

Yes, client review prep operates without external dependencies. It processes consolidated portfolio data internally to output meeting-ready performance tables, allocation pie charts, and action item lists formatted for direct export to Word or PDF.

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