🇪🇸 ES 🇫🇷 FR
Client Review Letter

Wealth Management Agent

Client Review Letter

Describe the review period, portfolio performance, and market context. Get back a professional client review letter across seven structured sections — personalized, honest, and ready for distribution in under a minute.

What the Agent Produces

Seven structured sections, generated from your client and portfolio context — honest performance reporting, no fabricated analysis.

✉️
Opening & Period SummaryPersonalized opening with client name and review period — tone-setting paragraph.
📊
Portfolio Performance ReviewHonest presentation of returns vs. benchmark — acknowledges underperformance where applicable.
🌍
Market ContextBrief narrative on what drove markets during the period — grounded in context you provide.
🔍
Portfolio Attribution & Key DecisionsDiscussion of what drove returns and key portfolio changes made during the period.
🔭
OutlookForward-looking perspective — measured and realistic, avoiding overconfident predictions.
✅
Recommended Next StepsTwo to three specific, actionable items for the next meeting or period.
🤝
ClosingProfessional sign-off with advisor name placeholder and contact details.

How It Works

The Client Review Letter is ibizai's implementation of the Anthropic Claude for Financial Services reference agent suite, adapted for cross-border financial services across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the context and data. The agent uses Gemini 2.5 Flash at 0.2 temperature to generate structured output — grounded entirely in what you provide. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, data, and characterizations before any client use. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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