Client relationship workflows for wealth advisors — financial plans, investment proposals, portfolio rebalancing, tax-loss harvesting, and client reports. Designed for RIAs and private wealth teams managing 100+ client relationships.
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6 skills in this vertical
Financial Plan
/financial-planBuild or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. For new client onboarding, annual plan reviews, or scenario modeling.
Investment Proposal
/investment-proposalCreate professional investment proposals for prospective clients. Covers the firm's approach, proposed asset allocation, expected outcomes, and fee structure. For pitching new clients or presenting a revised strategy.
Portfolio Rebalance
/portfolio-rebalanceAnalyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules.
Tax-Loss Harvesting
/tax-loss-harvestingIdentify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities to maintain market exposure, and tracks wash sale windows.
Client Report
/client-reportGenerate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution across a full client book.
Client Review Prep
/client-reviewPrepare 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.