client-review
anthropics990 installs
Your client's portfolio, ready for a review meeting.
What it does
Creates meeting-ready client portfolio reviews with performance comparisons, allocation analysis, recommendations, and an agenda.
When to use it
Use before quarterly reviews, annual checkups, or ad-hoc client meetings.
How to use it
Give it client context and portfolio data; it produces a Word or PDF review summary with performance comparisons, an allocation chart, recommendations, and an agenda.
What you provide
- Your files
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