Free AI Tool
Financial Recommendation Memo Generator
Enter your recommendation details and get a structured memo with rationale, risk disclosure, and a plain-language client summary — ready for your file and your client.
Results in ~12 seconds · Saves ~60 minutes
Common questions
Does this tool work with ChatGPT?
The tool itself runs on Claude (Anthropic) right here on the page — you don't need any AI subscription to use it. Everything it generates is plain text, so you can paste the output into ChatGPT, a document, or an email and keep working there. If you mainly work in ChatGPT, you can also reuse your inputs there to refine further.
What AI model powers this tool and the example output?
Claude, Anthropic's AI. The example outputs shown on tool pages were generated with Claude.
Do the paid prompt packs work with ChatGPT?
Yes — the packs are written and tested for Claude, and every pack includes a portable prompts-only set that works in ChatGPT and Gemini (copy and paste, occasionally with a minor tweak). The Cowork plugin editions specifically require a paid Claude plan.
Claude is a product of Anthropic. The AI Career Lab is not affiliated with Anthropic or OpenAI.
Save hours every week with the Financial Advisor AI Prompts
31 agentic skills — the compliance, client-communication, and book-growth layer that stacks on top of Anthropic's free Claude for Financial Services plugin. Reg BI rationale memos, Form ADV-consistent disclosures, SEC Marketing Rule reviews, client emails in your voice. Ambient compliance-boundary + client-NPI guards built in.
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