advisory-practice
JoelLewis/finance_skillsby Joel Lewis
v1.0.0finance30 stars
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.
Install
/plugin install advisory-practice@joellewis-finance_skills
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
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Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
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Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →Contentsdiscovered from source
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Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →More from JoelLewis/finance_skillsView source
advisor · wealth-management · front-office · crm · billing