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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.
npx claudepluginhub anthropics/financial-services --plugin wealth-managementHow 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.
/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.
/product-reviewConduct effective product reviews that surface issues and celebrate progress.
/meeting-briefGenerates a private strategic prep document for important meetings with stakeholder reads, ranked outcomes, key messages, anticipated Q&A, and risks.
/companyDisplays company overview including tech stack and coding standards, plus list of clients with brief descriptions.
/execution-commandsCommands for applying skills, running diagnostics, executing playbooks, and formatting output. These commands trigger the agent architecture and produce analytical results. They read from and write to the memory system.
Share bugs, ideas, or general feedback.
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.