Transition Sequences

Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effective fee rate', 'practice benchmarking', 'AUM growth decomposition', or 'advisor capacity'.

Develop secure smart contracts using OpenZeppelin Contracts libraries. Use when users need to integrate OpenZeppelin library components — including token standards (ERC20, ERC721, ERC1155), access control (Ownable, AccessControl, AccessManager), security primitives (Pausable, ReentrancyGuard), governance (Governor, timelocks), or accounts (multisig, account abstraction) — into existing or new contracts. Covers pattern discovery from library source, CLI contract generators, and library-first integration. Supports Solidity, Cairo, Stylus, Stellar, and Sui Move.

Analyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equivalent yield, AMT bonds, callable bonds, yield-to-worst on munis, or muni credit quality. Also trigger when users mention 'muni bonds', 'tax-free bonds', 'state tax exemption', 'general obligation', 'revenue bonds', 'Build America Bonds', 'muni yield ratio', 'de minimis rule', or ask whether munis make sense for their tax bracket.

Generate/create Fluent Bit configs — INPUT, FILTER, OUTPUT, parsers, log pipeline.

Deep competitive intelligence for any market. Analyzes competitors' products, pricing, customer sentiment, GTM strategy, and growth signals using real web data. Produces battle cards, pricing landscape, and feature matrix. Use when the user wants to understand their competitive landscape, analyze competitors, compare products in a market, or research who they're competing against. Triggers for "who are my competitors", "competitive analysis", "competitor research", "battle cards", "pricing comparison", "competitor pricing", "market players", "competitive intelligence", "competitive landscape", "who else is in this space", "competitive moat", or any request to profile, compare, or map competitors in a category. Works standalone — no prior startup-design session needed.

Identify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about compensation-based conflicts, proprietary product incentives, revenue sharing disclosure, principal trading consent, soft dollar arrangements, pay-to-play restrictions, gifts and entertainment limits, personal trading policies, or code of ethics requirements. Also trigger when users mention 'is this a conflict', 'recommending our own funds', 'higher payout on annuities', 'outside business activity conflicts', 'allocation fairness across accounts', 'political contribution to a pension board member', or ask how to disclose or eliminate a conflict.