claude

advisory-practice

Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations.

227 on GitHubMITupdated 3 months ago

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin advisory-practice in JoelLewis/finance_skills. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (12)

  • advisor-dashboards
  • client-onboarding
  • client-reporting-delivery
  • client-review-prep
  • crm-client-lifecycle
  • fee-billing
  • financial-planning-integration
  • financial-planning-workflow
  • next-best-action
  • order-management-advisor
  • portfolio-management-systems
  • proposal-generation
View source on GitHub

Problems found in this repo's manifests

  • .claude-plugin/marketplace.json is not valid JSON

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claude & codex plugins7 plugins