AI Agent Skills

Expert AWS Cloud Advisor for architecture design, security review, and implementation guidance. Leverages AWS MCP tools for accurate, documentation-backed answers. Use w…

Expert knowledge for Azure Advisor development including best practices, decision making, limits & quotas, security, configuration, and integrations & coding patterns. U…

Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital mark…

Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte Carlo anal…