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Client Review

AnthropicOfficialPublished by Anthropic

  • Skill
  • Content generator
  • Business and productivity
  • Apache-2.0
  • No issues found
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From the author

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The client-review skill provides a systematic approach to preparing for client meetings in a financial advisory context. It guides the user through gathering client context, analyzing portfolio performance and asset allocation, and drafting actionable talking points. By consolidating account data into a professional, meeting-ready format, it ensures that advisors are prepared to address performance, rebalancing needs, and broader financial planning goals effectively.

What it does

  • Aggregates client account data and investment policy details.
  • Calculates portfolio performance metrics against benchmarks.
  • Identifies asset allocation drift relative to target thresholds.
  • Generates a structured meeting agenda and talking points.
  • Suggests proactive financial recommendations like tax-loss harvesting.
  • Produces a concise one-page summary for client presentation.

When to use it

  • Before quarterly or annual client performance reviews.
  • When preparing for ad-hoc client check-in meetings.
  • To standardize the preparation process for financial advisory meetings.
  • When evaluating portfolio rebalancing or tax-planning opportunities.

Advantages

  • Ensures consistent preparation across all client meetings.
  • Facilitates transparent communication regarding portfolio performance.
  • Helps identify actionable financial planning opportunities systematically.
  • Saves time by organizing complex account data into a clear summary.

Usage examples

“client review for John Doe”
The agent compiles John Doe's portfolio performance, allocation drift, and a meeting agenda, ready for a review session.
“meeting prep for Sarah Smith quarterly review”
The agent generates a summary report including performance attribution and recommended rebalancing trades for Sarah Smith's accounts.

Install

  1. Download the skill as a ZIP:

    https://mp-staging.autogineer.com/agent-skills/anthropics/client-review/download

  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip client-review.zip -d .agents/skills

Documentation by Anthropic

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

Files

SKILL.md

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

Requirements and compatibility

Written for: Claude Code, Claude apps

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Anthropic
Publisher
Anthropic (Official)
Source
anthropics/financial-services · plugins/agent-plugins/meeting-prep-agent/skills/client-review · commit 6056506
Licence
Apache License 2.0 (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Anthropic.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download client-review.zip