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From wealth-management
Prepares a client review meeting package with performance summary, allocation details, and talking points. Accepts an optional client name argument.
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 nainishshafi/financial-services-plugins --plugin wealth-management46plugins reuse this command
First indexed Mar 26, 2026
Showing the 6 earliest of 46 plugins
/client-reviewPrepares a client review meeting package with performance summary, allocation details, and talking points. Accepts an optional client name argument.
/review-letterDrafts quarterly portfolio review letters personalized to client goals and risk tolerance, including performance summary, market commentary, and account activity.
/dd-prepLoads the dd-meeting-prep skill and generates targeted questions, benchmarks, and red flags for a diligence meeting or expert call.
/prep-meetingPrepares for a meeting by gathering context, identifying meeting type, and generating a structured prep document with talking points, anticipated questions, and success criteria. Also offers role-play.
/meeting-briefFormats scattered context, calendar events, and notes into a sharp meeting prep brief with talking points, open risks, and participant analysis.
/weekly-briefGenerates a weekly prep briefing by pulling external customer-facing meetings from your calendar and running account/contact research. Accepts an optional date range argument.