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JoelLewis
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advisor-dashboards

Design and build RIA practice management dashboards for AUM and revenue tracking.

164|33|Updated Feb 15, 2026
Search Tags:#dashboard#revenue#kpi#practice management#advisor productivity#ria#aum
One-click install
npx skills add https://github.com/JoelLewis/finance_skills --skill advisor-dashboards
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: advisor-dashboards
Source: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/advisor-dashboards
Command: npx skills add https://github.com/JoelLewis/finance_skills --skill advisor-dashboards

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill empowers you to design, build, and optimize dashboards for Registered Investment Advisor (RIA) practice management, enabling better tracking of firm-level metrics, advisor productivity, and client retention.

Core Features & Use Cases

  • Dashboard Design: Guidance on creating executive, advisor-facing, and operational dashboards.
  • Metric Definition: Covers key performance indicators (KPIs) like AUM, revenue, client retention, and organic growth.
  • Use Case: You need to design a dashboard for an RIA's management committee to track AUM growth, revenue trends, and client acquisition rates, helping them make strategic decisions.

Quick Start

Use the advisor-dashboards skill to design a dashboard for tracking firm-level AUM growth and revenue trends.

Frequently Asked Questions about advisor-dashboards

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
What KPIs should an RIA practice management dashboard track?▼

RIA practice management dashboards track KPIs including AUM, revenue trends, client retention, organic growth, and advisor productivity to deliver actionable intelligence for firm-level strategic decision-making.

How do I design a dashboard for tracking RIA firm AUM growth and revenue?▼

Design dashboards for RIA AUM growth and revenue by defining metric frameworks, establishing role-based access, integrating data sources, and configuring alerting logic to monitor exceptions and analyze client flow.

Can I create separate advisor-facing and executive dashboards for my RIA firm?▼

Yes, RIA firms can create distinct executive, advisor-facing, and operational dashboards. This role-based architecture ensures management committees monitor firm-level AUM trends while advisors track individual productivity metrics.

What's the best way to monitor advisor productivity and client flow in an RIA?▼

Monitor advisor productivity and client flow by building a dashboard architecture that integrates practice analytics, configures exception monitoring alerts, and applies benchmarking frameworks to generate actionable practice intelligence.

How does benchmarking work within RIA dashboard architecture?▼

Benchmarking within RIA dashboard architecture compares practice analytics metrics like AUM growth and client retention against established frameworks, enabling firms to detect exceptions and optimize advisor productivity through actionable intelligence.

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