Advisor Dashboards Purpose Provide comprehensive guidance on designing, building, and operating dashboards for registered investment advisory firms. This skill covers the full spectrum of advisory practice dashboards — from executive-level practice analytics and AUM/revenue tracking through advisor-facing daily operational views, client flow analysis, exception monitoring, and KPI frameworks. It enables Claude to advise on dashboard architecture, metric selection, role-based access design, data source integration, alerting logic, and the benchmarking frameworks that transform raw operational…