Claude for Financial Advisors

By Anthropic

Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client data, and the advisor approves any write back to an external system. Claude gathers, organizes, summarizes, compares…

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 8 skills, 25 MCP servers, 6 agents · listed 2026-09-14

Claude Code

claude plugin install claude-for-financial-advisors

Source

Skills (8)

Skill alts-brief

Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs.…

Any agent
```
npx skills add anthropics/claude-for-financial-advisors --skill alts-brief
```
Skill compliance

Review any client-facing message or material (emails, letters, newsletters, social posts, website copy, presentations, performance reports, proposals) for compliance with SEC rules that govern…

Any agent
```
npx skills add anthropics/claude-for-financial-advisors --skill compliance
```
Skill estate-and-tax-brief

Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com…

Any agent
```
npx skills add anthropics/claude-for-financial-advisors --skill estate-and-tax-brief
```

Skill onboarding

Any agent

npx skills add anthropics/claude-for-financial-advisors --skill onboarding

Skill portfolio-rebalance-review

Run a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware…

Any agent
```
npx skills add anthropics/claude-for-financial-advisors --skill portfolio-rebalance-review
```
Skill post-meeting

Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household…

Any agent
```
npx skills add anthropics/claude-for-financial-advisors --skill post-meeting
```
Skill pre-meeting

Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc).

Any agent
```
npx skills add anthropics/claude-for-financial-advisors --skill pre-meeting
```

Skill prospect-intake

Any agent

npx skills add anthropics/claude-for-financial-advisors --skill prospect-intake

Agents (6)

Agent compliance-lookup

Check one thing against one connected system on behalf of the compliance skill — who a testimonial's author is to the firm (client status, relationships, conflicts), or whether a specific factual…
Agent compliance-scan

Scan one piece of client-facing content against the Marketing Rule's seven general prohibitions and the specific content rules (performance, testimonials, third-party ratings, promissory language…
Agent holdings-sanity

Run the seven data-sanity checks over one household's holdings and performance data before any drift or tax figure is computed from it — temporal, magnitude, aggregation, reconciliation…
Agent source-extract

Pull one system's data for one already-identified household and return it as a filled field schema. Dispatched once per source by a skill that needs several systems read at once — email, CRM…
Agent statement-extract

Read one account statement, export, or screenshot and return its accounts and holdings as a normalized record, with every unreadable field marked rather than guessed and every computed figure marked…
Agent titling-compare

Compare what a household's estate plan intends against how its accounts are actually titled and beneficiaried, row by row, and return a comparison table plus categorized mismatches.

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.