Switch active client context — manage multiple client portfolios with suitability tracking. Use when switching between clients or managing multi-client RIA practice.

Client Context Manager

Manage multiple client portfolios for RIA practices.

Step 1: Understand Request

Determine what the user wants:

List clients: Show all clients and active context
Switch client: Change active client for subsequent commands
Add client: Create a new client profile
View profile: Show current client's details

Step 2: Execute Action

List Clients

bash ${CLAUDE_PLUGIN_ROOT}/scripts/client-manager.sh list

Present as a formatted table:

Client	Risk Profile	Status	Created

Switch Client

bash ${CLAUDE_PLUGIN_ROOT}/scripts/client-manager.sh switch <client-id>

After switching, confirm:

Client name and risk profile
Portfolio summary (if exists)
Last review date
Any pending alerts

Add New Client

bash ${CLAUDE_PLUGIN_ROOT}/scripts/client-manager.sh add <client-id>

Then guide through onboarding:

Collect basic details (name, age, income)
Update profile JSON
Suggest next steps: /onboarding for full workflow

View Profile

bash ${CLAUDE_PLUGIN_ROOT}/scripts/client-manager.sh profile

Step 3: Suitability Reminder

After switching client context, always:

Note the client's risk profile
Remind that all recommendations must pass suitability check
Offer to run suitability check:

bash ${CLAUDE_PLUGIN_ROOT}/scripts/suitability-check.sh

Step 4: Context Confirmation

Confirm the active client context clearly:

ACTIVE CLIENT: {name}
Risk Profile: {profile}
Portfolio: {exists/not imported}
Last Review: {date}

All subsequent commands will operate in this client's context.

Step 5: Next Actions

Based on context, suggest:

No portfolio → /portfolio to import
No risk profile → /risk-assess to assess
Has portfolio → /alerts for health check
Due for review → /annual-review

client-switch