Client Review Prep
OfficialFreeStreamline your client meeting preparations with ease.
Free · Opens the source repo
What Client Review Prep does
The Client Review Prep skill is designed to assist financial advisors in preparing for client review meetings by consolidating essential account data into a structured, meeting-ready format. This skill is particularly useful for quarterly reviews, annual checkups, or any ad-hoc client meetings, ensuring that advisors present relevant information clearly and effectively. By using this skill, advisors can save time and enhance the quality of their client interactions, leading to better client satisfaction and trust.
The workflow begins with gathering client context, including important details such as client names, account types, total assets under management (AUM), and investment policy statements (IPS). This foundational information sets the stage for a comprehensive portfolio performance analysis, where advisors can evaluate returns against benchmarks and identify key contributors and detractors to performance. By understanding these metrics, advisors can provide informed insights during client discussions.
Next, the skill facilitates an allocation review, comparing current asset allocations against target allocations and flagging any significant drifts that may require rebalancing. This proactive approach helps advisors stay aligned with their clients' investment goals and risk tolerances. Additionally, the skill generates a structured meeting agenda with talking points covering market overviews, performance discussions, and planning updates, ensuring that all critical topics are addressed.
Finally, the skill outputs a one-page client review summary that includes performance tables, allocation charts, and recommended action items. This comprehensive output not only aids in the meeting itself but also serves as a valuable record for future reference. Overall, the Client Review Prep skill is an essential tool for financial advisors looking to enhance their meeting preparation process and improve client engagement.
When to use it
Use this skill when preparing for quarterly or annual client reviews, or when you need to conduct an ad-hoc meeting with a client.
When not to use it
This skill may not be suitable for informal client interactions or situations where detailed performance analysis is not required.
What you can build with it
Quarterly Review Preparation
Use this skill to compile a comprehensive overview of client portfolios and performance metrics ahead of quarterly review meetings.
Annual Checkup Meetings
Prepare detailed summaries and actionable insights for annual client checkups, ensuring all relevant topics are covered.
Ad-Hoc Client Meetings
Quickly gather necessary client data and generate meeting agendas for unexpected client discussions.
How to install Client Review Prep
View source1. Install with the skills CLI
npx skills add anthropics/financial-services/client-review --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsClient 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:
| Metric | QTD | YTD | 1-Year | 3-Year | Since 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 Class | Target | Current | Drift | Action |
|---|---|---|---|---|
| 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:
- Market overview (2-3 min): Brief macro context and outlook
- Portfolio performance (5 min): How did we do? Why?
- Allocation review (5 min): Any rebalancing needed?
- Planning updates (5-10 min):
- Life changes? (job, health, family, home, education)
- Income needs changing?
- Tax situation updates
- Estate planning updates
- 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
Frequently asked questions about Client Review Prep
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