account-maintenance
JoelLewis
Process account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating beneficiary de…
OPENAGENTSKILL / DIRECTORY
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JoelLewis
Process account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating beneficiary de…
JoelLewis
Embed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and sanctions s…
JoelLewis
Design and operate back-office account opening pipelines from application intake through custodian submission and activation. Use when building account opening automatio…
JoelLewis
Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use w…
JoelLewis
Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user…
JoelLewis
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the u…
JoelLewis
Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital mark…
JoelLewis
Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte Carlo anal…
JoelLewis
Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Us…
JoelLewis
Manage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error correction…
JoelLewis
Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user…
JoelLewis
Design human-in-the-loop workflow orchestration for securities operations: task routing, approval chains, and SLA monitoring. Use when building multi-level approval chai…
madhavmehndiratta
A typical search engine dork scanner scrapes search engines with dorks that you provide in order to find vulnerable URLs.
Leon-Drq
Find, compare, audit, and safely install reusable AI agent skills from OpenAgentSkill. Use when a user asks for a skill, plugin, reusable agent workflow, or the best too…
Leon-Drq
Discover, compare, audit, and safely install reusable AI Agent Skills with OpenAgentSkill. Use whenever an agent needs a capability it does not already have, must compar…
sandbaseai
Look up Common Vulnerabilities and Exposures (CVEs) with severity scores, affected software, exploitability status, and remediation guidance. Essential for security rese…
Owner-curated external sources. Not filtered by the scores or compatibility controls above; excluded from GitHub rankings and automatic installation.
RedSkill · 流白Livo · 1.0.0
Describe a rain curtain, growing flowering branches or a flock of swallows. This RedSkill package adapts three p5.js templates into sketch.js code with custom colors, density and speed.
Noncommercial use only · Local runtime recording · Use on the source platform