How does it assist with AUM growth analysis?

The skill offers guidance on AUM growth decomposition, helping firms distinguish between market-driven appreciation and true organic growth from net new assets.

Does it support benchmarking against industry standards?

It includes benchmarking frameworks to help RIA firms compare their performance against industry peers in areas like operating margins and compensation-to-revenue ratios.

Can this skill help with operational efficiency?

Yes, it assists in designing exception and alert dashboards for operations and compliance teams to monitor rebalancing drift and account opening errors.

What specific RIA metrics does this skill help track?

It provides frameworks for tracking AUM, revenue per advisor, organic growth rates, client retention, effective fee rates, and operational exceptions like NIGO.

Can it help design dashboards for different firm roles?

Yes, it includes patterns for role-based views tailored to executives, branch managers, individual advisors, and compliance officers.

Advisor Dashboards for RIAs

Name: Advisor Dashboards for RIAs
Author: JoelLewis

byJoelLewis

•

Analytics & Monitoring

Builds and optimizes practice management dashboards for Registered Investment Advisors to track AUM, revenue, and growth KPIs.

This skill provides specialized guidance for designing and implementing sophisticated RIA practice management dashboards. It covers the full spectrum of financial advisory metrics, including AUM growth decomposition, organic growth rates, client attrition analysis, and advisor productivity tracking. By integrating industry benchmarking frameworks and role-based access logic, it enables Claude to help firm leadership, branch managers, and advisors transform raw operational data into actionable intelligence for improved practice efficiency and client retention.

Key Features

01Exception monitoring for NIGO, rebalancing drift, and billing errors

0218 GitHub stars

03Client flow analytics for acquisition, retention, and money-in-motion signals

04AUM and revenue tracking with market vs. organic growth decomposition

05Practice-level KPI frameworks and advisor capacity planning metrics

06Role-based dashboard design for executives, managers, and advisors

Use Cases

01Analyzing client attrition data to identify systemic risks and improve retention strategies

02Developing a firm-wide executive dashboard to monitor organic growth and effective fee rates

03Building advisor-facing daily briefings to track client referrals and service tasks

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add joellewis/finance_skills advisor-dashboards

For use in Claude.ai and ChatGPT

Download Skill