Portfolio Management Systems
JoelLewis/finance_skills/plugins/advisory-practice/skills/portfolio-management-systemsby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds. Use when the user asks about choosing a PMS platform, building or distributing model portfolios, implementing UMA or sleeve-based management, setting drift monitoring thresholds, aggregating held-away assets, reconciling PMS with custodian records, configuring PMS-based billing, or troubleshooting custodian feed issues. Also trigger when users mention 'portfolio management system', 'Orion', 'Black Diamond', 'Tamarac', 'Addepar', 'Advent APX', 'model portfolio', 'sleeve management', 'rebalancing engine', 'custodian feed', or 'PMS migration'.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/examples.md | 12.6 KB | text/markdown |
| references/platform-details.md | 27.2 KB | text/markdown |
| SKILL.md | 12.8 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/portfolio-management-systemsat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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