claudeindex
Plugin

wealth-management

Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting

Installation

1

Add the marketplace

/plugin marketplace add anthropics/financial-services-plugins
2

Install plugins

/plugin

Run these commands in Claude Code to add this plugin to your environment. The marketplace must be added before you can install its plugins.

Repository & Links

Plugin Source

View Plugin Code

GitHub Repository

anthropics/financial-services-plugins

Details & Metadata