ClaudSkills / Engineering / architecture

Wealth Management Requirements

Q: What is a Claude Code skill and how does the Wealth Management Requirements skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Wealth Management Requirements is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Engineering category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Engineering · Sub-category: architecture · Last updated: 2026-06-13

type:review

Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

About this skill (catalog notes)

Wealth Management Requirements includes pricing or quota commentary. At roughly 2,712 words the SKILL.md is on the longer end of the catalog distribution.

Source: pypi.org/project/sfskills-mcp
License: Apache-2.0
Original author: Pranav Nagrecha
Indexed lastmod: 2026-06-13
Catalog position: Engineering · architecture
Indexed related skills: 10

How Wealth Management Requirements fits the catalog

Wealth Management Requirements sits in the Engineering category under the architecture sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

This skill activates when a Business Analyst or admin needs to elicit, structure, and document requirements for an FSC wealth management implementation — before any build begins. It covers the first critical decision (managed package vs. FSC Core architecture determination), the object model scoping conversation, financial planning and portfolio review workflow discovery, advisor tooling requirements, and the fit-gap analysis that drives sprint planning.

What this skill does

Wealth Management Requirements is a community-contributed Claude Code skill in the architecture sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/wealth-management-requirements/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Wealth Management Requirements Claude Code skill is built for software engineers, backend developers, full-stack teams, and technical leads building and maintaining production systems. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 117,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/wealth-management-requirements
curl -L https://claudskills.com/skills/wealth-management-requirements/SKILL.md \
  -o ~/.claude/skills/wealth-management-requirements/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/wealth-management-requirements/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/wealth-management-requirements/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\wealth-management-requirements\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Wealth Management Requirements Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/wealth-management-requirements/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Wealth Management Requirements skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Wealth Management Requirements skill?

Use Wealth Management Requirements when your Claude Code task falls under the Engineering category — specifically in the architecture area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Wealth Management Requirements" or describe the task and let Claude pick). Browse related skills at /category/engineering/.

What is a Claude Code skill and how does the Wealth Management Requirements skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Wealth Management Requirements is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Engineering category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/PranavNagrecha/AwesomeSalesforceSkills/blob/fe76cd3b4382f4d8bb2601b46fd02e06bd809f74/skills/admin/wealth-management-requirements/SKILL.md
License: Apache-2.0
Author: Pranav Nagrecha
Website: https://pypi.org/project/sfskills-mcp/

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

Pranav Nagrecha. (2026). Wealth Management Requirements [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/wealth-management-requirements/

BibTeX

@misc{wealth-management-requirements-2026,
  author    = {Pranav Nagrecha},
  title     = {Wealth Management Requirements [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/wealth-management-requirements/}
}

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