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client-review

client-review

github.com/anthropicsProductivity40.9k1.1k installsUpdated today
Repository

About client-review

client-review is a workflow skill for preparing wealth-management client meetings. It brings together client context, portfolio performance, and allocation analysis to produce an agenda, recommendations, and follow-up actions.

Key features

  1. 01Gather client and household account context
  2. 02Compare portfolio performance with benchmarks
  3. 03Review current and target allocation drift
  4. 04Draft meeting agendas and talking points
  5. 05Suggest rebalancing and planning actions
  6. 06Prepare summaries, charts, and action items

Use cases

  1. 01Prepare a periodic portfolio review meeting
  2. 02Explain account-level and household performance
  3. 03Discuss allocation drift and possible rebalancing
  4. 04Compile an agenda and follow-up tasks

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/anthropics/financial-services --skill client-review

After installing, type/client-reviewin Claude Code to confirm it loaded.

Details

From the project README

Client Review Prep

Workflow

Step 1: Client Context

Gather or look up:

  • Client name and household members
  • Account types: Taxable, IRA, Roth, 401(k), trust, etc.
  • Total AUM across accounts
  • Investment Policy Statement (IPS): Target allocation, risk tolerance, constraints
  • Life stage: Accumulation, pre-retirement, retirement, legacy
  • Last meeting date and any outstanding action items
Step 2: Portfolio Performance

For each account and the household aggregate:

MetricQTDYTD1-Year3-YearSince Inception
Portfolio return
Benchmark return
Alpha

Performance Attribution:

  • Which asset classes / positions drove returns?
  • Top 3 contributors and top 3 detractors
  • Any outsized single-position impact?
Step 3: Allocation Review

Current vs. target allocation:

Asset ClassTargetCurrentDriftAction
US Large Cap
US Mid/Small
International Developed
Emerging Markets
Fixed Income
Alternatives
Cash

Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%).

Step 4: Talking Points

Generate a meeting agenda:

  1. Market overview (2-3 min): Brief macro context and outlook
  2. Portfolio performance (5 min): How did we do? Why?
  3. Allocation review (5 min): Any rebalancing needed?
  4. Planning updates (5-10 min):
    • Life changes? (job, health, family, home, education)
    • Income needs changing?
    • Tax situation updates
    • Estate planning updates
  5. Action items (5 min): What are we doing before next meeting?
Step 5: Proactive Recommendations

Based on the review, suggest:

  • Rebalancing trades (if drift exceeds thresholds)
  • Tax-loss harvesting opportunities
  • Cash deployment or withdrawal planning
  • Roth conversion opportunities (if applicable)
  • Beneficiary updates or estate planning needs
  • Insurance review (life, disability, LTC)
Step 6: Output
  • One-page client review summary (Word or PDF)
  • Performance table with benchmarks
  • Allocation pie chart (current vs. target)
  • Recommended action items
  • Meeting agenda

Important Notes

  • Know your client before the meeting — review notes from last meeting
  • Lead with what the client cares about, not what you want to talk about
  • If performance was bad, address it directly — don't hide or spin
  • Always end with clear action items and next steps with dates
  • Document the meeting notes and any changes to the IPS
  • Compliance: ensure all materials are compliant with firm policies and regulatory requirements

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