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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.
✓ Compliance-ready documentation✓ Risk disclosure included✓ Client-friendly summary
Results in ~12 seconds · Saves ~60 minutes
AI PromptsSave 3-5 hours a week
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.
Get the pack for $19One-time payment · Updates free for life
/review-letter plugin — one command, drafts your quarterly review letter. $0.