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Financial Plan Generator

Wealth Management Agent

Financial Plan Generator

Describe your client's profile, goals, and current financial position. Get back a structured 8-section financial plan draft — from asset allocation to action priorities and insurance gaps. Trilingual, ready for advisor review in under a minute.

What the Agent Produces

Eight structured sections, generated from your client context — no fabricated figures, no invented projections.

Financial Plan Summary Three top priorities ranked by urgency — the executive overview for the advisor-client meeting.
Client Profile & Goals Structured summary of the client's demographic, life stage, and stated financial objectives.
Current Financial Position Snapshot of assets, income, liabilities, and coverage — the starting point for recommendations.
Recommended Asset Allocation Target allocation ranges across equities, bonds, cash, real assets, and alternatives — suited to stated risk tolerance.
Action Plan by Priority Five to eight specific actions ranked High/Medium/Low with timeframes: Now, 6 months, 1 year, 5 years.
Risk & Insurance Assessment Coverage gap flags based on family situation — life, disability, property, liability.
Tax Efficiency Notes General tax strategies relevant to the client profile — directional, not specific advice.
Review Schedule Recommended review cadence and trigger events for plan updates.

How It Works

The Financial Plan Generator is ibizai's implementation of the Anthropic Claude for Financial Services wealth management reference agent, adapted for private banking and family office clients across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the client profile, goals, and assets. The agent uses Gemini 2.5 Flash at 0.2 temperature to generate a structured plan — grounded entirely in what you provide. No external financial databases are called; no figures are invented. All projections use ranges, not point estimates.

Important: All output is a first draft for review with a licensed financial advisor before implementation. Do not use this tool with material non-public information. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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