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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.
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inference shell
inference shell
create and run specialised agents in minutes
build now →
MCP-ready Email SendingMCP-ready Email Sending
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Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
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Agent, run crypto. Access onchain data & trade routes via 1inch.
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Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
CodeRabbit
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AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
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Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
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 →
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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