Client Review
anthropics/financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-reviewby anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago
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".
- 574ed3624aebCurrentcommit 574ed36Published Oct 8, 2026
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