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advisor-dashboards

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Build and optimize RIA practice dashboards.

Finance & Accounting#dashboard#revenue#kpi#practice management#advisor productivity#ria#aum
AuthorJoelLewis
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill empowers you to design, build, and optimize dashboards for Registered Investment Advisor (RIA) practice management, enabling better tracking of firm-level metrics, advisor productivity, and client retention.

Core Features & Use Cases

  • Dashboard Design: Guidance on creating executive, advisor-facing, and operational dashboards.
  • Metric Definition: Covers key performance indicators (KPIs) like AUM, revenue, client retention, and organic growth.
  • Use Case: You need to design a dashboard for an RIA's management committee to track AUM growth, revenue trends, and client acquisition rates, helping them make strategic decisions.

Quick Start

Use the advisor-dashboards skill to design a dashboard for tracking firm-level AUM growth and revenue trends.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: advisor-dashboards
Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#advisor-dashboards

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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