portfolio-management-systems
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds. Use when the user asks about choosing a PMS platform, building or distributing model portfolios, implementing UMA
By joellewis · 564 installs
npx skills add joellewis/finance_skills --skill portfolio-management-systems