Automation

New Feedback logs a harness lesson or post-incident note so the system improves, not just the current bug. Use it after a correction, human intervention, or repeated re-derivation to capture a bounded fix and non-regression check.

Generates professional PowerPoint presentations from structured slide plans and content. Supports multiple visual styles including dark-premium, gradient-modern, and minimal-swiss.

Account Maintenance processes client account changes across the lifecycle, including address updates, beneficiary changes, account retitling, holds, withdrawals, death processing, and closures. Use it when operational rules and verification controls matter.

Account Opening Compliance embeds CIP, KYC, OFAC, and beneficial ownership checks into onboarding workflows. Use it when designing account-opening approval gates, exception handling, and recordkeeping for regulated financial accounts.

Account Opening Workflow designs back-office pipelines from application intake through custodian submission and account activation. Use it to reduce NIGO rejections, define document requirements, and troubleshoot delays across custodians or account types.

Account Transfers processes and manages account moves between financial institutions, including ACATs, non-ACAT transfers, journals, rollovers, and cost basis reporting. Use it when handling transfer rejects, residuals, fractional shares, or beneficiary and Roth conversion paperwork.

AElf Skills Hub discovers, downloads, configures, and routes aelf ecosystem skills for agents and users. Use it to list skills, bootstrap installs, check health, or onboard a new skill.

ClawHub searches for AI assistant skills and installs, lists, updates, or publishes them with the clawhub CLI. Use it when you need to find a skill on ClawdHub or manage skills in the mozi skills directory.

Client Onboarding designs end-to-end digital account opening flows from prospect intake through funding. It covers KYC/CIP checks, document collection, e-signature, custodian submission, and suitability data for complex account types.

Client Reporting Delivery designs and produces client performance reports for quarterly, annual, tax, and ad hoc reporting. It is used when planning report content, delivery channels, portal integration, performance presentation, disclaimers, or production QA.

Client Review Preparation assembles client context, performance summaries, allocation drift, and talking points for advisor review meetings. Use it to prepare agendas, pre-meeting checklists, and compliance checks before a client review.

Corporate Actions processes dividends, splits, mergers, spin-offs, and voluntary offers from announcement through settlement. Use it to calculate entitlements, collect elections, reconcile receipts, and handle record date, ex-date, and cost basis adjustments.