Ac360 Capability Router

作者 blackrock591c758960c1無授權條款2 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫3 週前更新

Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded skill or direct tool. Use when asked to open the tax evaluator, run a tax analysis, run income projections, import a book of business, import client accounts, analyze imported accounts, enroll or service a Separately Managed Account (SMA) or My Managed Accounts (MMA) account, get documentation, access a report workflow, or continue a known Advisor Center workflow unavailable in this chat. Skip when another skill or tool can directly complete the request.

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references/design-tokens.md7.4 KBtext/markdown
references/rendering.md4.6 KBtext/markdown
SKILL.md9.3 KBtext/markdown

來源與署名

來源:blackrock/advisor-center-agent-skills位於skills/ac360-capability-router提交591c758

授權條款: 無授權條款

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更多來自 blackrock/advisor-center-agent-skills 的技能

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Reviews a saved portfolio, household or model with Advisor Center analytics in three sections rendered inline in the chat — portfolio snapshot, stress scenarios, then opportunities, fund health and Funds to Explore — closing with follow-ups earned by what it found. Use when asked to review a portfolio, run a portfolio review, analyse holdings, pull up a client's account, run the numbers on a portfolio, look at concentration or downside exposure, find issues or opportunities in a portfolio, check whether a client's funds are healthy, or prepare for a client review meeting. Skip this skill when the advisor already named one specific analysis — "what's the risk on this", "run the stress scenarios", "how does this compare to the model" — and call that tool directly instead of running the three-section pass.

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