Client Reporting Delivery
JoelLewis/finance_skills/plugins/advisory-practice/skills/client-reporting-deliveryby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use when the user asks about building or redesigning report templates, choosing what to include in quarterly or annual client reports, transitioning from print to digital delivery, integrating a client portal, presenting net-of-fee performance with benchmarks, managing report production timelines, or handling e-delivery consent. Also trigger when users mention 'client reporting', 'quarterly performance report', 'report customization', 'tax lot report', '1099 supplement', 'report disclaimers', 'UHNW reporting', or 'report QA process'.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/examples.md | 16.8 KB | text/markdown |
| SKILL.md | 38.6 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/client-reporting-deliveryat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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