This handles the full trade lifecycle for registered investment advisors, from order entry through settlement. Use it when you're building or evaluating an OMS for an RIA, executing model portfolio changes across hundreds of accounts, or configuring pre-trade compliance rules. It covers block trading with fair allocation, custodian routing (Schwab, Fidelity, etc.), trade error correction, and audit trails for SEC exams. The main value is translating investment decisions into compliant, scalable execution workflows. If you're working with advisory firms that trade models across many small accounts rather than large institutional orders, this maps the domain well.
npx skills add https://github.com/joellewis/finance_skills --skill order-management-advisor