client-review
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".
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill client-review- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads client-review automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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:
| 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
FAQ
What does the client-review skill do?
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".
How do I install client-review?
Run npx skills add https://github.com/anthropics/financial-services --skill client-review in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/client-review/ (personal) or .claude/skills/client-review/ (project).
Which AI agents can use client-review?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is client-review safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains client-review?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,048 recorded installs.
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