financial-planning-integration
Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital market assumption (CMA) governance and synchronization; plan-to-IPS-to-model linkage; and governed tax reference parameters in planning
By joellewis · 567 installs
npx skills add joellewis/finance_skills --skill financial-planning-integration