client-review

name	client-review
description	Use this skill when the task requires client review capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.wealth_management.client_review_2
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance","data","performance"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}]
output_schema	[{"name":"report","type":"string","description":"Analysis report or summary from client review"}]

Client Review Prep

description: "Analyze — Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-rea"

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: