investment-operations-review-checklist

What problem does it solve?

It helps family offices produce a repeatable checklist to run faster, more complete investment operations reviews without missing critical custody, reconciliation, fees, or performance-reporting items.

Core Features & Use Cases

• Ongoing investment ops review checklist generation: Produces a structured deliverable tailored to the family’s review period, custodians in scope, reporting source, fee schedule source, benchmarks, and open exceptions.
• Captures advisor interview inputs: Saves a full interview record as interview.json so the checklist is consistent, auditable, and easy to iterate on each cycle.
• Supports execution-grade artifact management: Writes artifact.md and manifest.json to a canonical local artifacts path and optionally writes memory entries and pushes to external systems (e.g., DMS/SharePoint, Asana, Snowflake, Outlook/Gmail/Google Calendar) via the Seren gateway.

Quick Start

Use the skill to generate the Investment Operations Review Checklist for review_period "2026 H1" with your custodians_in_scope, reporting_source, fee_schedule_source, performance_benchmarks, and open_exceptions.