Stats
Actions
Tags
From wealth-management
Generates a professional client-facing performance report for the specified client name and period (e.g., Q4 2025). Prompts for details if not provided.
How this command is triggered — by the user, by Claude, or both
Slash command
/wealth-management:client-report [client name] [period, e.g. Q4 2025]The summary Claude sees in its command listing — used to decide when to auto-load this command
Load the `client-report` skill to generate a professional client-facing performance report. If a client and period are provided, use them. Otherwise ask for client details and reporting period.
Load the client-report skill to generate a professional client-facing performance report.
If a client and period are provided, use them. Otherwise ask for client details and reporting period.
npx claudepluginhub ian-lawrence423/anthropic-financial --plugin wealth-management/client-reportGenerates a professional client-facing performance report for the specified client name and period (e.g., Q4 2025). Prompts for details if not provided.
/monthlyGenerates interactive monthly marketing reports for clients, pulling data from Google Analytics, HubSpot, and Meta Ads. Supports scope levels and time periods.
/reportGenerates a monthly SEO report for a client from technical, keyword, content, local, backlinks, and AEO data. Tracks trends and saves to markdown.
/performance-reportGenerates a professional social media performance report from raw metrics, with narrative insights, key metrics dashboard, top content analysis, platform breakdown, audience insights, and prioritized recommendations.
/client-updateGenerates professional client updates for event planners — progress reports, budget updates, change summaries, and milestone completions.
/reportGenerates comprehensive automation ROI reports with executive summaries, performance metrics, cost savings analysis, and strategic recommendations. Supports executive, technical, ROI, and compliance types.