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.

✓ 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

30 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 vault for $19One-time payment · Updates free for life