What problem does it solve?
This skill eliminates the tedious, error-prone manual work of collating client portfolio data, analyzing performance and allocation drift, and creating compliant meeting materials for client review sessions, which typically takes wealth managers hours of repetitive effort.
Core Features & Use Cases
- Structured review workflow: Guides users through 6 core steps including client context gathering, portfolio performance analysis, allocation drift review, talking point generation, proactive recommendation drafting, and final output assembly.
- Compliant output generation: Produces standardized one-page review summaries, performance benchmark tables, allocation comparison charts, and action item lists that align with firm policies and regulatory requirements.
- Use case: A wealth manager preparing for a quarterly check-in with a high-net-worth client can use this skill to automatically flag allocation drift exceeding IPS thresholds, identify tax-loss harvesting opportunities, and generate a pre-meeting agenda tailored to the client's life stage and financial goals.
Quick Start
Use the client-review skill to prepare a full quarterly review package for your client Jane Doe with $1.8M AUM across taxable and retirement accounts, including performance metrics, allocation analysis, and proactive recommendations.
