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From wealth-management
Prepares a client review meeting package with performance metrics, allocation details, and talking points. Uses provided client name or prompts for it.
How this command is triggered — by the user, by Claude, or both
Slash command
/wealth-management:client-review [client name]The summary Claude sees in its command listing — used to decide when to auto-load this command
Load the `client-review` skill and prepare a client meeting package with performance, allocation, and talking points. If a client name is provided, use it. Otherwise ask who the meeting is with.
Load the client-review skill and prepare a client meeting package with performance, allocation, and talking points.
If a client name is provided, use it. Otherwise ask who the meeting is with.
npx claudepluginhub anthropics/financial-services --plugin wealth-management/dd-prepGenerates targeted questions, benchmarks, and red flags to prep for diligence meetings or expert calls on a company. Prompts for company name and meeting type if needed.
/prep-meetingPrepares for meetings by gathering context, generating Markdown doc with goals, talking points, anticipated questions, strategic framing, materials list, pitfalls, success criteria, and offering role-play.
/review-letterDrafts quarterly portfolio review letters personalized to client goals and risk tolerance, including performance summary, market commentary, and account activity.
/product-reviewConduct effective product reviews that surface issues and celebrate progress.
/reviewRuns expert review on a plan, specification, or implementation approach, using provided arguments as review context.
/companyDisplays company overview including tech stack and coding standards, plus list of clients with brief descriptions.