Client Review Prep Workflow Step 1: Client Context Gather or look up: - Client name and household members - Account types : Taxable, IRA, Roth, 401(k), trust, etc. - Total AUM across accounts - Investment Policy Statement (IPS) : Target allocation, risk tolerance, constraints - Life stage : Accumulation, pre-retirement, retirement, legacy - Last meeting date and any outstanding action items Step 2: Portfolio Performance For each account and the household aggregate: | Metric | QTD | YTD | 1-Year | 3-Year | Since Inception | |--------|-----|-----|--------|--------|----------------| | Portfolio…