Client Review
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Client-review is a Claude skill that prepares advisors for client review meetings with performance summary, allocation analysis, talking points, and action items.
About
Client-review prepares an advisor for a client review meeting by pulling account data into a concise meeting-ready pack. It assembles portfolio performance versus benchmark, current-versus-target allocation with drift flags, talking points, and proactive recommendations such as rebalancing and tax-loss harvesting. It outputs a one-page summary, performance table, allocation chart, and meeting agenda.
- Preps for client review meetings with performance summary, allocation drift analysis, talking points, and action items
- Flags allocation drift beyond the IPS rebalancing threshold and suggests proactive recommendations (rebalancing, tax-los
- Outputs a one-page review summary, performance table, allocation chart, and meeting agenda
Client Review by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
client-review capabilities & compatibility
- Capabilities
- client report · catalyst calendar · cim builder
- Use cases
- documentation · planning
What client-review says it does
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items.
Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%).
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Prepare an advisor for a client review meeting with performance, allocation drift, and talking points.
Who is it for?
Wealth advisors prepping for quarterly or annual client review meetings
Skip if: Producing the polished client-facing report; that is client-report
When should I use this skill?
Before quarterly reviews, annual checkups, or ad-hoc client meetings
What you get
A one-page client-review summary with performance table, allocation chart, recommended actions, and a meeting agenda.
- One-page client-review summary
- Performance table with benchmarks
- Allocation chart and recommended action items
By the numbers
- 6-step prep workflow
- 3-5% IPS rebalancing drift threshold
- Top 3 contributors and detractors
Files
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:
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
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When does it flag rebalancing?
When allocation drift exceeds the IPS rebalancing threshold, typically 3-5%.
What proactive recommendations does it suggest?
Rebalancing trades, tax-loss harvesting, cash deployment, Roth conversions, beneficiary updates, and insurance review where applicable.