claudeindex
Plugin

m62-altitude-onboarding

Extract entity data from household document folders and onboard to the Altitude wealth management platform. Reads PDFs, images, spreadsheets — extracts individuals, trusts, accounts, insurance, tangible assets, liabilities, and relationships.

Installation

1

Add the marketplace

/plugin marketplace add m62ai/altitude-plugin-marketplace
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.