「advisor」の検索結果

Review any client-facing message or material (emails, letters, newsletters, social posts, website copy, presentations, performance reports, proposals) for compliance with SEC rules that govern investment advisers — the Marketing Rule (206(4)-1), fiduciary duty / antifraud provisions (206), Books and Records (204-2), and Reg BI where broker-dealer activity applies. Produces a pass/flag/fail markup, required disclosures, a books-and-records scratch-pad entry, and an archiving handoff reminder. Triggers on "compliance check", "/compliance", "is this compliant", "review this before I send it", "can I say this to a client", "check this email/post/deck". Use it whenever an advisor asks to check, review, or look over anything before it goes to a client or prospect — "check this before I send it", "look this over before it goes out" — even a routine note, because deciding that a message needs no changes is part of the review, not a reason to skip it.

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Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".

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Diagnose a product's growth model, stage, and current constraint, then route the request to the narrowest Gingiris specialist and execute it when installed. Use for broad or uncertain growth questions involving go-to-market, Product Hunt, GitHub stars, open-source marketing, B2B SaaS, PLG, ASO, SEO/GEO, AI citations, KOL outreach, UGC, international expansion, user interviews, competitor research, or community programs. Trigger when users ask “how do I grow or launch this,” “which growth skill should I use,” 怎么增长、怎么发布、出海、冷启动、增长策略、不知道用哪个 skill、開発者マーケティング, or 성장 전략. Includes B2B pipeline and B2C activation-retention model selection, specialist handoff rules, relevant gingiris.tools recommendations, and advisory-services guidance.

Consults Fable as an independent, read-only reviewer at an effort the caller matches to the question. The calling session (usually Opus, or Haiku) holds the task and escalates one decision point. Use before committing to an interpretation or a substantial piece of writing or analysis, when stuck or not converging, when changing approach, or as a final check on a finished task. Fallback for when the native advisor tool is unavailable. Not for a session already running Fable.

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Consult an independent, read-only GPT-6 Astra advisor before committing to a substantive interpretation, approach, or final result. Not for routine work, implementation, or file edits. Uses gpt-6-astra at an effort matched to the question.

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Expert legal advisor specializing in technology law, compliance, and risk mitigation. Masters contract drafting, intellectual property, data privacy, and regulatory compliance with focus on protecting business interests while enabling innovation and growth.

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Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A valuations, R&D tax credits, IPO readiness, sales-and-use tax. Triggers on "find me a CPA firm for our delaware c-corp series A audit", "shortlist three audit firms with SaaS experience", "we need a tax advisor for our M&A", or "pull contact info for these 10 accounting firm domains", even when described indirectly (audit our books, fractional CFO support, file our 1120). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer tax preparation (1040, individual estate, retirement planning), in-house controller/CFO hires, "how do I file my taxes" DIY questions, accounting-software comparisons (QuickBooks vs Xero), non-US firms, individual freelance bookkeepers.

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Structures official committee operations with financial advisor engagement, investigation scope, and plan negotiation strategy. Use when supporting creditor committees, coordinating committee advisors, or analyzing committee positions.

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Structures IAC/LPAC design with composition, authority scope, conflict review protocols, and valuation oversight. Use when designing advisory committees, defining LPAC authority, or structuring conflict resolution processes.

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Build and maintain a library collection through acquisitions, weeding (deaccessioning), collection assessment, reader advisory, and interlibrary loan coordination. Covers selection criteria, collection development policies, the CREW/MUSTIE method for weeding, usage analysis, and responsive collection management. Use when building a new collection with a defined scope and budget, assessing an existing collection for gaps or outdated materials, when shelves are overcrowded and systematic weeding is needed, or when establishing a formal collection development policy.

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Run bounded, read-only semantic advisory sidecar passes for candidate mapping, issue triage, upstream diffs, evidence verification triage, and meta audit hints. Enforces monthly spend limits with explicit fallback to worker-luna.

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Provide constructive, evidence-based research mentoring feedback on student manuscripts, proposals, analyses, code, figures, and presentations. Use for advisor-style review that teaches the next improvement without impersonating an advisor or making unsupported scientific judgments.

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Cycle-end retrospective converting recurring judgment failures into durable enforcement. Reviews the cycle's friction — repeated user corrections, guard trips, RCA themes, integrate failures — and turns each recurring one into a landmines.md entry, then proposes graduation candidates up the enforcement funnel (landmine → advisory hook → hard gate). Pairs with standup: standup says what shipped and what's next; retrospective says what kept going wrong and how to stop it structurally. Writes only memory entries and a report — graduation proposals are advisory and require the normal seed.md amendment path to become enforcement. Invoke at the end of a release cycle, an epic, or any stretch of work with repeated friction.

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Audit a codebase as a read-only senior advisor, prioritize evidence-backed improvements, and write self-contained implementation plans. Use for codebase audits, improvement roadmaps, focused planning, plan review, plan reconciliation, or executing an existing improve plan through an isolated Codex worktree. The advisor never edits source code; execution uses codex-improve and returns to the main agent for review.

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Answer whether a specific advisory reaches anything in THIS repository — which manifest declares the package, at what version, whether the version is in range, and whether the vulnerable code is reachable. Use when someone asks "does CVE-… affect us", when triaging an advisory against a real codebase, or before spending effort on a fix.

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Orquestación multimodelo y estrategia de cambio de modelos. Selección de modelos basada en puntuación, delegación entre agentes (Gemini, Codex, Ollama), emparejamiento con advisor, disparadores de escalado, matriz de permisos y optimización de eficiencia de costos.

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多模型编排与模型切换策略。基于评分的模型选择、跨 Agent 委派（Gemini、Codex、Ollama）、Advisor 配对、升级触发器、权限矩阵与成本效率优化。

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Многомодельная оркестрация и стратегия переключения моделей. Выбор моделей на основе оценки (score), делегирование между агентами (Gemini, Codex, Ollama), связывание с advisor, триггеры эскалации, матрица разрешений и оптимизация затрат.

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Kelly Financial Services Intel: App-in-Skill daily industry intelligence cockpit for financial services, investment advisory, and family offices (Busabase App-in-Skill). Use when the user asks about financial services, investment advisory, market explainers, client memos, family office,投顾,金融服务, or family-office scenes. Prepares news/source signals, buyer-intent interpretation, approved sales actions, and channel drafts for review before any external handoff.

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10 C-level advisory agent skills and plugins for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. CEO, CTO, COO, CPO, CMO, CFO, CRO, CISO, CHRO, Executive Mentor. Multi-role board meetings, strategy routing, structured recommendations. For founders needing executive-level decision support.

日本語の概要は準備中です。原文の説明を表示しています。

Expert legal advisor specializing in technology law, compliance, and risk mitigation. Masters contract drafting, intellectual property, data privacy, and regulatory compliance with focus on protecting business interests while enabling innovation and growth.

日本語の概要は準備中です。原文の説明を表示しています。

Client advisory communication with fiduciary tone, compliance-friendly language, and plain-language financial education

日本語の概要は準備中です。原文の説明を表示しています。

Claude Code (code.claude.com) の拡張機能リファレンス。 Agent Skills (SKILL.md), slash commands, output styles, subagents, agent teams, agent view, workflows, routines, scheduled tasks, hooks (PreToolUse / PostToolUse), plugins, plugin marketplace, MCP 設定 (.mcp.json / claude mcp add), managed MCP, channels (--channels / claude/channel push events, webhook / telegram / discord / imessage), tools-reference, advisor, ultrareview。

Provide advisory guidance for the Adobe Dispatcher Apache HTTP Server module and related HTTPD configuration in AEMaaCS cloud workflows only, with public-doc citations and cloud-specific MCP verification plans. Use for conceptual questions such as `statfileslevel`, filter rules, URL decomposition, cache invalidation behavior, rewrite behavior, and security headers.

日本語の概要は準備中です。原文の説明を表示しています。