AI Toolkit for Wealth Managers (Free Download)

Download the toolkit: Click here to download the PDF → — 11 pages, ~45 KB, Navy & Mint branded, 6 AI platforms + 25 starter prompts. Free, no signup required.

Free, no signup required. Last reviewed May 2026.

Five AI configurations for private client and wealth advisors — portfolio reviews, KYC, MiFID II / Consumer Duty suitability, retirement planning.

What's inside

• CLAUDE.md with the 9-point MiFID II / Consumer Duty suitability checklist baked in
• ChatGPT Custom Instructions
• Microsoft Copilot agent prompt
• Google Gemini Gem
• Perplexity Space for tax / regulatory research

Built-in: client need → product fit → regulatory → commercial lens, retirement plan stress-testing (sequencing risk, longevity, inflation), vulnerable-client indicators, tax wrapper limits and rules, IHT / CGT consequence checks, advice-vs-information distinction.

Who it's for

Wealth managers and financial planners in Ireland, UK, EU, and US working to MiFID II / FCA Consumer Duty / SEC Reg BI. Pairs with ACCA, CIMA, QFA, CFP, and CFA credentials.