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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://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 or Anthropic.

Download ZIP

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