consulting-wealth-managers

Use this skill when working with wealth managers, financial advisors, RIAs, or financial planners. Covers AI enablement for advisory workflows, portfolio management tools, client reporting automation,

by PerryB-GIT· Repository·data
Run in AgentAreaBrowse All Skills
Also installable via skills CLI
npx skills add PerryB-GIT/claude-code-skills/consulting-wealth-managers

Source

Repo:github.com/PerryB-GIT/claude-code-skills
Path:consulting-wealth-managers/SKILL.md(main)

Related in data

electron-chromium-upgrade-electron-electron

Guide for performing Chromium version upgrades in the Electron project. Use when working on the roller/chromium/main branch to fix...

by electron
119,879

qiuzhi

指导Claude按照二哥的风格撰写求职类文章，包括公司薪资爆料、年终奖盘点、求职攻略、offer选择建议等内容。

by itwanger
16,619

awesome-ai-agents-illacloud-illa-builder

The chat will provide safety guides, equipment suggestions, reviews, and techniques, with context-driven summary and multimedia to...

by illacloud
12,356
consulting-wealth-managers | AgentArea Skills