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Skills/Claude Code/wealth-management
wealth-management logo

wealth-management

anthropics/financial-services-plugins

Summary

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

SKILL.md

{
  "name": "wealth-management",
  "version": "0.1.0",
  "description": "Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting",
  "author": {
    "name": "Anthropic FSI"
  }
}

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Repository

anthropics/financial-services-plugins

Details

Ecosystem
Claude
Type
plugin
Tier
core
Source
anthropics/financial-services-plugins
Official
Yes
Installable
Yes
Compatibility
Claude Code
Categories
Productivity, Data
Path
wealth-management
License
Unknown

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