The plugin produces substantive output. However, the tasks are relatively simple, or work is a midpoint rather than a near-final draft. The level of specificity and expert-level input is lacking. The plugin needs customization and iteration before it is consistently useful.
Turn client data into meeting-ready reviews, financial plans, and tax-optimized portfolio actions — in minutes, not hours.
The Wealth Management plugin equips financial advisors with six tools that cover the core advisory workflow: preparing for client meetings, building comprehensive financial plans, generating performance reports, creating prospect proposals, rebalancing portfolios with tax awareness, and harvesting tax losses. Each tool takes client or portfolio data and produces structured, client-ready deliverables with built-in compliance considerations.
“Prep me for my quarterly review with the Hendersons — they have $2.4M across a joint taxable, two IRAs, and a 529.”
A one-page meeting summary with performance vs. benchmark, allocation drift flags, talking points tailored to their life stage, and a prioritized action item list.
“The Garcias want to know if they can retire at 60. Build me a plan with Social Security at 67 and 70 scenarios.”
A 15-25 page financial plan with cash flow projections, Monte Carlo simulations at multiple spending levels, education funding gaps, and a prioritized recommendation checklist.
“Scan the Morrison taxable account for tax-loss harvesting — they've already realized $18K in short-term gains this year.”
A ranked list of harvestable positions with replacement securities, wash sale window tracking across all household accounts, and an estimated tax savings summary.
Works standalone with uploaded data files. No external API integrations required. Connects to CRM or portfolio management systems if available, but all skills function with manually provided data.
Each skill follows a defined intake sequence that maps client information into the specific fields needed for analysis, ensuring nothing is missed during preparation. —
Portfolio analysis, rebalancing, and tax-loss harvesting operate across all accounts in a household simultaneously, catching cross-account issues like wash sales that single-account tools miss. —
Rebalancing and harvesting recommendations factor in holding period, cost basis, account type, and wash sale windows before suggesting any trade, preventing costly tax mistakes. —
Client reviews and reports calculate returns against the benchmark specified in the Investment Policy Statement, not a generic market index, so performance context is always accurate. —
Financial plans run multiple retirement, spending, and market scenarios with Monte Carlo simulations, giving clients probability-weighted outcomes instead of single-point projections. —
Every skill includes reminders for regulatory requirements, disclosure language, and documentation standards, reducing the risk of compliance oversights in client deliverables. —