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joellewis avatar

Client Reporting Delivery

joellewis/finance_skills
424 installs164 stars
Summary

This handles the full lifecycle of client reporting for advisory firms, from template design through delivery confirmation. You'd reach for it when building quarterly performance reports, managing tax reporting workflows, transitioning to client portals, or setting up QA processes. It covers the practical stuff: what sections go in a report, how to structure data from your PMS and custodian feeds, customizing by client segment (mass affluent through UHNW), and navigating the compliance review process. The source material is thorough on report architecture and content structure, which matters since most firms are either stuck with clunky PMS templates or drowning in custom requests they can't scale.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill client-reporting-delivery --agent claude-code

Installs into .claude/skills of the current project.

CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
Lid closed, agents working
Lid closed, agents working
Keeps your Mac awake while Claude Code, Codex or Cursor works. Lets it sleep when they are done.
Try free for 7 days →
Block distraction from your iPhone for freeBlock distraction from your iPhone for free
Block distraction from your iPhone for free
Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
Block now (100% free) →
Granola, the best AI meeting recorder
Granola, the best AI meeting recorder
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Open Steps
Open Steps
Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Agent, connect blockchain
Agent, connect blockchain
Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
Lid closed, agents working
Lid closed, agents working
Keeps your Mac awake while Claude Code, Codex or Cursor works. Lets it sleep when they are done.
Try free for 7 days →
Block distraction from your iPhone for freeBlock distraction from your iPhone for free
Block distraction from your iPhone for free
Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
Block now (100% free) →
Granola, the best AI meeting recorder
Granola, the best AI meeting recorder
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Open Steps
Open Steps
Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Agent, connect blockchain
Agent, connect blockchain
Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →
Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
Lid closed, agents working
Lid closed, agents working
Keeps your Mac awake while Claude Code, Codex or Cursor works. Lets it sleep when they are done.
Try free for 7 days →
Block distraction from your iPhone for freeBlock distraction from your iPhone for free
Block distraction from your iPhone for free
Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
Block now (100% free) →
Granola, the best AI meeting recorder
Granola, the best AI meeting recorder
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Open Steps
Open Steps
Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Agent, connect blockchain
Agent, connect blockchain
Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →
Categories
Testing & QAGit & Pull RequestsCode Review & QualityDebuggingDesign & UI/UXFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Client Disclosures422
  • Crm Client Lifecycle422
  • Integration Patterns422
  • Conflicts Of Interest421
  • Proposal Generation421
  • Fee Disclosure420
  • Sales Practices420
  • Workflow Automation420
  • Reg Bi418
  • Examination Readiness416
  • Fiduciary Standards416
  • Client Review Prep413
  • Fee Billing410
  • Account Opening Workflow409
  • Statistics Fundamentals535
  • Asset Allocation534
  • Commodities513
  • Quantitative Valuation507
  • Order Lifecycle503
  • Finance Psychology496
  • Account Transfers495
  • Market Data487
  • Investment Policy483
  • Currencies And Fx465

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