Summary
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.
Install to Claude Code
npx -y skills add joellewis/finance_skills --skill order-management-advisor --agent claude-codeInstalls into .claude/skills of the current project.
Plug Mailtrap into your AI workflow and let it handle the email.
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Agent, run crypto. Access onchain data & trade routes via 1inch.
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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.
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Files
SKILL.md
Select a file.
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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 →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 →
