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wealth-management

Automate wealth management workflows including client reviews, financial plans, and portfolio rebalancing.

37|12|Updated Feb 24, 2026
Search Tags:#wealth management#financial planning#tax loss harvesting#portfolio rebalancing#client review#investment proposal
One-click install
npx skills add https://github.com/exiao/skills --skill wealth-management
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: wealth-management
Source: https://github.com/exiao/skills/tree/main/wealth-management
Command: npx skills add https://github.com/exiao/skills --skill wealth-management

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines complex wealth management tasks, from client review preparation to portfolio rebalancing and tax-loss harvesting, ensuring efficient and compliant client service.

Core Features & Use Cases

  • Client Review Prep: Generate performance summaries, allocation analyses, and talking points for client meetings.
  • Financial Planning: Build comprehensive plans covering retirement, education, and estate needs.
  • Portfolio Management: Create investment proposals, rebalance portfolios tax-efficiently, and identify tax-loss harvesting opportunities.
  • Use Case: Prepare for a client's annual review by generating a performance report, analyzing asset allocation drift against their IPS, and identifying potential tax-loss harvesting opportunities before the meeting.

Quick Start

Use the wealth-management skill to prepare for a client review meeting.

Frequently Asked Questions about wealth-management

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

FAQPage Schema
How do I automate client review preparation for annual wealth management meetings?▼

Automate client review preparation by generating performance summaries, allocation analyses, and talking points. This wealth management workflow streamlines annual reviews by compiling detailed client data into actionable meeting materials and financial reports.

What is tax loss harvesting and how does portfolio rebalancing work?▼

Tax loss harvesting identifies investments at a loss to offset capital gains taxes, while portfolio rebalancing adjusts asset allocations back to target weights. This workflow executes both processes tax-efficiently to optimize after-tax portfolio returns.

How do I build a comprehensive financial plan covering retirement and estate needs?▼

Build comprehensive financial plans by inputting client goals for retirement, education, and estate needs. The workflow generates structured planning documents that map asset allocation strategies and projected outcomes to client objectives.

Can I generate an investment proposal that aligns with a client's financial planning goals?▼

Generate investment proposals aligned with financial planning goals by analyzing client risk profiles and current asset allocations. The workflow creates structured recommendations detailing proposed portfolio adjustments and expected investment outcomes.

Does this wealth management workflow require specific compliance standards or financial planning principles?▼

This workflow requires strict adherence to established financial planning principles and compliance standards. It operates autonomously within these regulatory frameworks to ensure generated proposals, plans, and rebalancing actions meet advisory compliance.

What is the best way to analyze asset allocation drift against an Investment Policy Statement?▼

Analyze asset allocation drift by comparing current portfolio holdings against the client's Investment Policy Statement guidelines. This workflow automatically identifies deviations and outputs rebalancing recommendations to restore target allocations.

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