claudeindex
Plugin

advisory-practice

Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.

Installation

1

Add the marketplace

/plugin marketplace add JoelLewis/finance_skills
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

JoelLewis/finance_skills

Details & Metadata