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Client Onboarding Packet Generator (RIA / IA)
$29
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.
Integrations
ClaudeClaude CodeQdrantRedtailWealthbox
Source
https://aiautomatedtoolhub.com/claude-skills/client-onboarding-packet-generator-riaDiscovered on Internal via @thetalkinghedge
Frequently asked questions
- What is 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.
- Is Client Onboarding Packet Generator (RIA / IA) free?
- Client Onboarding Packet Generator (RIA / IA) is a paid claude workflow/agent priced at $29.
- What does Client Onboarding Packet Generator (RIA / IA) integrate with?
- Client Onboarding Packet Generator (RIA / IA) works with Claude, Claude Code, Qdrant, Redtail, Wealthbox.
- What type of Claude skill is Client Onboarding Packet Generator (RIA / IA)?
- Client Onboarding Packet Generator (RIA / IA) is a claude workflow/agent for Claude, listed on AI Automated Tool Hub from Internal.
- Where can I get Client Onboarding Packet Generator (RIA / IA)?
- You can access Client Onboarding Packet Generator (RIA / IA) at https://aiautomatedtoolhub.com/claude-skills/client-onboarding-packet-generator-ria.