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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 tools. Use when the user asks about connecting eMoney, MoneyGuidePro, or RightCapital to CRM or portfolio systems, eliminating manual re-entry between systems, keeping plan and portfolio assumptions consistent, mapping plan outputs (required return, risk capacity, withdrawal schedule) into the IPS
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 onefinancial-planning-integration JoelLewis/finance_skills · Skill | 52 | ★ 213 | ≈158 always | 4mo ago |
| financial-data xbtlin/ai-berkshire · Skill Both about financial | 83 | ★ 17k | ≈21 always | 16d ago |
| financial-planner cjpatten/canadian-finance-planner-skill · Skill Both about financial and planning | 57 | ★ 64 | ≈28 always | 4mo ago |
| financial-overview norman-finance/norman-mcp-server · Skill Same job: accounting & invoices | 58 | ★ 62 | ≈66 always | 16d ago |
| hehe-financial-analysis hexiaofeier/hehe-industry-research-skill-pack · Skill Both about financial | 59 | ★ 317 | ≈31 always | 29d ago |
| capacity-planning datadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction · Skill Both about planning and capacity | 65 | ★ 358 | ≈47 always | 16d ago |