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.
npx skills add https://github.com/joellewis/finance_skills --skill advisor-dashboards