AI Agent Skills

Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-l…

Pattern library for Copilot Studio agent design. Contains proven and recommended implementation patterns with YAML examples. Used by the Advisor agent to suggest pattern…

Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and…

Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and cust…