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Wealth Client Onboarding Kit

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 15, 2026

Trigger check passed

Editorially graded · Aug 16, 2026

Generates a tailored two-part wealth-management client-onboarding package — a fillable AcroForm PDF intake questionnaire and a companion XLSX workbook with formula-driven risk tolerance/capacity scoring and a net-worth tie-out — built from the advisor's service lineup, jurisdiction, and client segment. Use when an advisor says things like "build me a new client onboarding questionnaire," "I need an intake form and risk workbook before Thursday's meeting," or "set up a KYC packet for a couple/family office prospect."

What you get

An installable SKILL.md file for your AI assistant. Produces a PDF and an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
I need a new client onboarding questionnaire and risk scoring workbook for a prospect meeting Friday. I offer Investment Management and Insurance/Risk Management. Jurisdiction is US. Individual client. Can you build me both files?
Sample output
Sample output produced by the Wealth Client Onboarding Kit skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
To finalize — are you registered as an RIA, broker-dealer, or dually registered, and what firm/advisor name should I put on the files? Please find attached: wealth-advisor_Client-Onboarding-Questionnaire.pdf and wealth-advisor_Client-Onboarding-Workbook.xlsx. Package status: Needs input: 2 item(s) - Entity type not specified — defaulted to RIA framing; Reg BI acknowledgment omitted. - Firm/advisor name not provided — files named with 'wealth-advisor' placeholder prefix.

Goes well with

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