
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.
僅公開檔案列表。將技能安裝到工作區後即可檢視檔案內容。
| 路徑 | 大小 | 類型 |
|---|---|---|
| references/design-tokens.md | 7.4 KB | text/markdown |
| references/rendering.md | 4.6 KB | text/markdown |
| SKILL.md | 9.3 KB | text/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
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
更多來自 blackrock/advisor-center-agent-skills 的技能

Wealth Projections
blackrock
整理 Advisor Center 360° 的模擬績效與財富預測輸出,並附上費用與方法說明。

Portfolio Review
blackrock
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.

Portfolio Observations And Opportunities
blackrock
整理回傳的 Advisor Center 360° 投資組合機會檢查、基金健康詳細資料與待探索基金,供顧問檢視。

Guided Portfolio Builder
blackrock
在確認持倉與寫入操作後,引導顧問建立、匯入、修改或複製投資組合。

Guided Benchmark Selection
blackrock
引導顧問選擇或確認投資組合基準,再進行分析。
更多Productivity & Workflow技能

Smb Onboard
anthropics
引導小型企業主完成首次設定:連接工具、執行一次展現價值的配方、記錄業務背景並設定每週檢查節奏。

Smb Router
anthropics
將小型企業主的需求轉接到合適的外掛技能或指令,並說明可用功能。

Plan Payroll
anthropics
串接現金流預測、逾期發票催款與薪資發放準備,讓業主在提交前確認薪資是否付得出來。

Monday Brief
anthropics
根據業務脈動、已儲存的 KPI 報告和未來一週安排產生一頁式週一簡報,並儲存及可選發布。

Close Month
anthropics
執行月末結帳鏈:核對總帳、更新現金流預測,然後發布結帳資料包。

Call List
anthropics
透過為潛在客戶排序、補充談話重點、建議行事曆時段並起草後續郵件,產生每日電話清單。