Summary
This handles the full stack of dashboard design for RIAs, from executive practice analytics down to daily advisor operational views. You'd reach for it when building KPI frameworks, tracking AUM decomposition (market vs. organic growth), analyzing client attrition patterns, or setting up exception alerts for things like rebalancing drift or NIGO issues. The source material is thorough on the metrics that matter: organic growth rate, revenue per advisor, effective fee rate trends, client retention breakdowns. It covers both the technical side (role-based access, data integration architecture) and the strategic side (benchmarking frameworks, capacity planning). Useful if you're past basic reporting and need to think through what metrics actually drive RIA decision making.
Install to Claude Code
npx -y skills add joellewis/finance_skills --skill advisor-dashboards --agent claude-codeInstalls into .claude/skills of the current project.
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
Files
SKILL.md
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Featured
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
