portfolio-management-systems
CommunityManage portfolio systems for advisors.
Finance & Accounting#portfolio management#wealth management#rebalancing#pms#advisory practice#custodian data
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps users select, configure, and operate portfolio management systems (PMS) essential for modern advisory firms, streamlining operations from model portfolios to custodian data.
Core Features & Use Cases
- Platform Selection & Configuration: Guides users on choosing and setting up PMS platforms like Orion, Black Diamond, or Addepar.
- Operational Workflows: Covers model portfolio management, UMA/sleeve management, drift monitoring, rebalancing, and reconciliation with custodian data.
- Use Case: A firm is looking to implement a new PMS and needs guidance on which platform best suits their needs for managing model portfolios and integrating custodian feeds.
Quick Start
Use the portfolio-management-systems skill to advise on selecting a PMS platform for an RIA firm.
Dependency Matrix
Required Modules
None requiredComponents
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: portfolio-management-systems Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#portfolio-management-systems Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.