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Integrating planning tools with CRM and portfolio systems v1.0.0

Use this resource to connect financial planning tools to the firm's technology stack

New

  • 330 downloads
  • 217 likes
  • 195 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install planning-tools-integration

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent designs data flows between the planning tool, the CRM, the portfolio system and custodians. It governs market assumptions and tax parameters, and links the plan to the IPS. You get an integration architecture and an update schedule.

Mostly picked by

Updated November 2, 2026

Card for the “Integrating planning tools with CRM and portfolio systems” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: technology stack architecture and goal data model
  • SKILL.md: market assumptions, tax parameters and plan-to-portfolio linkage
  • SKILL.md: worked examples of the plan-portfolio loop and Roth conversion

Good fit for

  • You re-enter the same client data into several tools
  • Your plan and portfolio rest on different assumptions

Not for

    Tags

    • planning
    • CRM
    • integration
    • assumptions
    • portfolio

    About

    You say

    “Connect our planning tool to the CRM so client data is not re-entered by hand.”

    Card for the “Integrating planning tools with CRM and portfolio systems” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to connect financial planning tools to the firm's technology stack
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md26.1 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/financial-planning-integration
    Licence
    MIT

    Notice

    « financial-planning-integration » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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