Cowork Wealth Management Plugin
Client meeting prep, financial plans, portfolio rebalancing, client reports, and tax-loss harvesting identification. Requires Financial Analysis core plugin.
- Prepare personalized client meeting briefs from portfolio data
- Generate financial plan documents for client presentations
- Identify tax-loss harvesting opportunities across portfolios
Covers the full wealth management workflow from meeting prep through reporting and tax optimization.
Financial advisors, wealth managers, private bankers. Requires Enterprise plan.
How to Get It
claude plugin install wealth-management@financial-services-plugins
Tip: Paste this into a Claude Code conversation. Verify command matches your Claude Code version.
Trust Signals Source Reviewed
Data & Access
Reviewer notes
Source Reviewed review. These are observations, not a security certification.
Official Anthropic. Client meeting prep, financial plans, portfolio rebalancing, tax-loss harvesting.
Official Anthropic tool. Highest trust level in the ecosystem.
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Evaluation
Official Anthropic. Client meeting prep, financial plans, portfolio rebalancing, tax-loss harvesting.