wealth-management

Summary

Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting

SKILL.md

{
  "name": "wealth-management",
  "version": "0.1.0",
  "description": "Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting",
  "author": {
    "name": "Anthropic FSI"
  }
}

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