private-wealth-advisory-planning - Private Wealth Advisory Planning
Analyzes private wealth planning tasks using advisory API data, source-priority rules, business formulas, and a required JSON template.
Tags
Updated: 2026-10-08Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Fetch client advisory data
- Resolve conflicting source documents
- Apply planning formulas
- Project retirement account balances
- Compare trust structures
- Generate structured JSON output
Inputs
- Task prompt
- Request memo
- Answer template
- Client identifier
- Engagement type
- Advisory API data
- Environment API URL
Outputs
- Single JSON answer object
- Planning analysis fields
- Source resolution fields
- Projected account balances
- Tax calculations
- Recommendations
Requirements
- Read-only advisory HTTP API
- Bash with curl
- Python interpreter
- API environment URL
- Required API access