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Claude Workflow/AgentClaude Prompt PackProfessional Services
Quarterly Client Report Generator (RIA)
$29
Generates personalized quarterly client reports: portfolio performance vs. benchmark, contribution/withdrawal summary, allocation drift, fee transparency, notable transactions, plain-English commentary on the quarter's market. Pulls from custodian feed (Schwab / Fidelity / Pershing) + Orion/Black Diamond via MCP. Turns a 4-hour quarterly report per client into a 5-minute review-and-send.
Integrations
ClaudeClaude CodeOrionBlack DiamondSchwabFidelity
Source
https://aiautomatedtoolhub.com/claude-skills/quarterly-client-report-generator-riaDiscovered on Internal via @thetalkinghedge
Frequently asked questions
- What is Quarterly Client Report Generator (RIA)?
- Generates personalized quarterly client reports: portfolio performance vs. benchmark, contribution/withdrawal summary, allocation drift, fee transparency, notable transactions, plain-English commentary on the quarter's market. Pulls from custodian feed (Schwab / Fidelity / Pershing) + Orion/Black Diamond via MCP. Turns a 4-hour quarterly report per client into a 5-minute review-and-send.
- Is Quarterly Client Report Generator (RIA) free?
- Quarterly Client Report Generator (RIA) is a paid claude workflow/agent priced at $29.
- What does Quarterly Client Report Generator (RIA) integrate with?
- Quarterly Client Report Generator (RIA) works with Claude, Claude Code, Orion, Black Diamond, Schwab, Fidelity.
- What type of Claude skill is Quarterly Client Report Generator (RIA)?
- Quarterly Client Report Generator (RIA) is a claude workflow/agent for Claude, listed on AI Automated Tool Hub from Internal.
- Where can I get Quarterly Client Report Generator (RIA)?
- You can access Quarterly Client Report Generator (RIA) at https://aiautomatedtoolhub.com/claude-skills/quarterly-client-report-generator-ria.