wealth-manager财富管理四阶段系统：财富积累(裂变获客/微利高频) → 财富增值(翻倍周期引擎) → 财富保全(离岸信托/家族办公室/大额保险/离岸架构/黄金实物/第二护照) → 财富传承(慈善基金会/家族信托/遗嘱公证/家族宪法/第二代身份规划)。覆盖金融交易(价格运动三大定律)、风控纪律(数学三角K/P/L)、人生战略(三种...
Install via ClawdBot CLI:
clawdbot install wangjiaocheng/wealth-managerGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Usage Guide
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Scored Jul 20, 2026
Enterprise-grade ClickUp project management integration with advanced reporting, multi-workspace support, and client/project tracking. Core capabilities: (1) Multi-workspace task management with automatic workspace switching, (2) Advanced analytics & reporting (task counts, assignee breakdowns, status/priority analysis, daily standup reports) with automatic subtask inclusion and pagination, (3) Client folder organization with project tracking, (4) Full CRUD operations for spaces, folders, lists, tasks, and custom fields, (5) Time tracking & timer management with billing support, (6) Document creation and page management (API v3), (7) Task dependencies, linking, and relationship mapping, (8) Sales pipeline tracking with prospect/project status, (9) Retainer & recurring billing management. Built for agencies managing multiple clients across complex workspace hierarchies.
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