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meeting-prep-agent
Briefing pack before every client meeting
Skills
4 in the Claude listing
Client report
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary.
Client review
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items.
Investment proposal
Create professional investment proposals for prospective clients.
Pptx author
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
HoneyBook
#1,017
