AI Agent Skills

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

Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user…

Run every Convex audit (authz, reviewer, advisor, insights) into one scored, deduped readiness report with an ordered fix plan — Lighthouse for your backend.

Eight tested identity approaches for Claude prompts, each shaping depth, vocabulary, reasoning style, and what Claude treats as obvious vs. requiring explanatio

Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use w…