Home / Skills / advisor-dashboards
advisor-dashboards
Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effec
Why this score
This repo hosts 10 skills, so its 213 stars are split between them (about 21 each) for scoring.
Popularity score: 52/100 from public GitHub signals only. It shows how widely used and maintained this is, not how well it works. Not included yet: the fake-star check. The security scan is shown separately and doesn't change the score. How we rank
Security
Scanned Oct 20, 2026 at commit 5c498eacf705, with Cisco's open-source skill-scanner.
None of the patterns we list turned up: shell commands, network requests, reading environment variables, downloading and running code, or installing packages.
A scan lists patterns in the code. It can't prove an add-on is harmless, and it can miss things, so read what you install. How we scan
Alternatives
Other makers' add-ons that do the same job, next to this one.
| Name | Score | Stars | Context | Updated |
|---|---|---|---|---|
| This oneadvisor-dashboards JoelLewis/finance_skills · Skill | 52 | ★ 213 | ≈155 always | 4mo ago |
| bangumi-advisor whiteguo233/OpenBiliClaw · Skill Both about advisor | 74 | ★ 3.5k | ≈10 always | 16d ago |
| analytics-advisor hoangsonww/Claude-Code-Agent-Monitor · Subagent Same job: analytics & dashboards | 67 | ★ 1.1k | ≈23 in chat | 17d ago |
| dashboard nexu-io/open-design · Skill Same job: analytics & dashboards | 87 | ★ 103k | ≈20 always | 16d ago |
| kpi-dashboard w95/awesome-claude-corporate-skills · Skill Same job: analytics & dashboards | 47 | ★ 263 | ≈106 always | 8mo ago |
| building-dashboards openclaw/clawhub · Skill Same job: analytics & dashboards | 76 | ★ 9.5k | ≈63 always | 16d ago |