client-report
anthropics1k installs
Branded investment reports for your clients.
What it does
Creates client-facing investment reports covering portfolio performance, asset allocation, and market commentary.
When to use it
Use for quarterly or annual client reporting, including requests for performance reports or client statements.
How to use it
Give it client reporting parameters and portfolio information; it produces branded PDF and editable Word reports, with an optional Excel appendix.
What you provide
- client name and household
- reporting period
- benchmark
- firm branding
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