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JoelLewis
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proposal-generation

Automate end-to-end investment proposals with risk profiling and compliance review.

164|33|Updated Feb 15, 2026
Search Tags:#wealth management#financial planning#investment proposal#risk profiling#fee illustration#compliance review
One-click install
npx skills add https://github.com/JoelLewis/finance_skills --skill proposal-generation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: proposal-generation
Source: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/proposal-generation
Command: npx skills add https://github.com/JoelLewis/finance_skills --skill proposal-generation

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the creation of comprehensive investment proposals, from initial risk assessment to final compliance review, helping advisors convert prospects into clients efficiently.

Core Features & Use Cases

  • End-to-End Workflow: Manages the entire proposal process, including risk profiling, model portfolio selection, fee illustration, and compliance checks.
  • Data-Driven Recommendations: Maps prospect risk scores to appropriate model portfolios and analyzes current holdings for improvement opportunities.
  • Use Case: Generate a complete investment proposal for a new prospect, including a risk assessment, a recommended model portfolio with a fee illustration, and a compliance review, all within a single workflow.

Quick Start

Generate an investment proposal for a new prospect, mapping their risk questionnaire score to a model portfolio and illustrating the fees.

Frequently Asked Questions about proposal-generation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate investment proposal generation for wealth management prospects?▼

Automate investment proposal generation by mapping prospect risk questionnaire scores to model portfolios, illustrating fees, and running compliance reviews within a single end-to-end workflow.

What is included in an end-to-end financial planning proposal workflow?▼

An end-to-end financial planning proposal includes initial risk profiling, model portfolio recommendation, fee illustration, performance projections, and compliance review for prospects.

Can I use risk profiling scores to recommend model portfolios?▼

Yes, risk profiling scores are mapped directly to appropriate model portfolios, analyzing current holdings to identify improvement opportunities for the prospect.

Does automated proposal generation support SEC Marketing Rule compliance review?▼

Automated proposal generation ensures adherence to regulatory requirements like the SEC Marketing Rule by integrating compliance checks directly into the proposal workflow.

What is the best way to illustrate fees in an investment proposal?▼

The best way to illustrate fees in an investment proposal is to automate fee illustration alongside risk profiling and model portfolio selection within a unified workflow.

Are there limitations when generating investment proposals for complex assets?▼

The proposal generation process is limited by the data provided for current holdings and risk profiles, requiring accurate prospect data to map effectively to model portfolios.

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