luxemetric-intelligence

Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting

Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.

Agents for business analysis, financial modeling, and KPI tracking

Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration. Build DCF models, LBO analysis, variance reports, and pivot tables using natural language.