Client Onboarding Packet Generator (RIA / IA)

Claude workflow that intakes new client data (demographics, goals, risk profile, existing assets) and generates the full onboarding packet: Investment Policy Statement draft, fee schedule, Form ADV Part 2B for the assigned advisor, advisor agreement, risk questionnaire, and initial allocation recommendation. Compliance-aware — pulls boilerplate from firm-specific RAG, flags sections needing human sign-off.

Discovered on Internal via @thetalkinghedge