Wealth Management

v0.1.0↓ tarball

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

kind: plugin

public

anthropics/financial-services/plugins/vertical-plugins/wealth-management

Contains (12 sub-pods)

client-report client-review financial-plan investment-proposal portfolio-rebalance tax-loss-harvesting wealth-management-client-report wealth-management-client-review wealth-management-financial-plan proposal rebalance tlh

Manifest

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

Files (14)

tree_hash: 77989900dd39bbce978c22b6e87031033931bcf6b4fe6631f8fadf09d33f59f3

created_at: 2026-05-11T20:52:07.947784+00:00

file_count: 14

size_bytes: 23,570