{ "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" } }
Claude Plugin
wealth-management
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
Editor's Note
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
Plugin Overview
This item is backed by a plugin manifest rather than a `SKILL.md` file, so the most useful fields are surfaced here first.
Plugin Name
wealth-management
Version
0.1.0
Author
Anthropic FSI
Manifest Description
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
Raw Manifest
The structured plugin fields above are derived from the same upstream manifest shown below.
Related Items
Claude Plugin
investment-banking
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management
Claude Plugin
equity-research
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
Claude Plugin
financial-analysis
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
Claude Plugin
lseg
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
