Proposal Generation

This walks you through the full investment proposal workflow for wealth advisors, from risk profiling through model selection, fee illustration, performance projections, and compliance review. Use it when you're building proposal automation, mapping Riskalyze scores to model portfolios, creating current-versus-proposed analyses, or checking Marketing Rule compliance. It covers the ten-stage workflow from discovery to onboarding, risk questionnaire scoring, model lineup design with equity/fixed income splits, and the iterative revision process prospects actually go through. The framework is detailed enough to architect a proposal system or evaluate platforms like Orion and Black Diamond. Honestly most useful if you're standardizing proposal generation across multiple advisors or need to document suitability and fee disclosure requirements.

skills.sh installs: 684
GitHub stars: 224
last updated: Aug 21, 2026

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Install

$ npx -y skills add joellewis/finance_skills --skill proposal-generation --agent claude-code

Installs into .claude/skills of the current project.

Files

Proposal Generation

Core Concepts

Proposal Workflow Architecture

The investment proposal is the centerpiece of the advisory sales process. It translates a prospect's financial situation and goals into a specific, actionable investment recommendation. The end-to-end workflow proceeds through defined stages:

SKILL.md on GitHub

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