Turn a few portfolio notes into a clear quarterly review letter — performance in plain English, the context your client wants, and compliance-minded language built in. No blank page, no re-writing the same letter for every household. Two ways to run it: • On a paid Claude plan? Install the free Financial Advisor plugin and type /review-letter. One command, done. • Any other AI — free Claude, ChatGPT, Gemini? Copy the built-in prompt (a sample review letter is prefilled), paste it in, swap your details. Inside: the full prompt with a sample review letter, the one-command Claude path, built-in accuracy rails, and a two-minute setup walkthrough. Opens in your browser. AI writes a fresh review letter every time — read it before it goes out. The rails keep it on track, not replace your review. Want the rest of your client communication handled — meeting recaps, market-update notes, review prep? The Financial Advisor AI Prompts pack is the full system: 31 ready-to-run skills. This free tool is a real slice of it.