Cowork Wealth Management Plugin

Name: Cowork Wealth Management Plugin Review
Item: Cowork Wealth Management Plugin
Rating: 3.4
Author: Aaron Matthews

Connector Data & Analytics Usable

Works inClaude Code Claude Cowork Claude Chat

Usable Reviewed

Covers the full wealth management workflow from meeting prep through reporting and tax optimization.

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

33,440 starsApache-2.0 (commercial OK)FreeNo code needed

Usable rating — This tool is functional but has notable gaps. Review the evaluation notes below before deploying.

Why it matters

Covers the full wealth management workflow from meeting prep through reporting and tax optimization.

Best for

Financial advisors, wealth managers, and private bankers using Claude Cowork or Claude Code.

Works in

Claude Code Claude Cowork Claude Chat

Source

https://github.com/anthropics/financial-services

How to Get It

Option 1: Claude Desktop AppOpen the Customize panel in the sidebar → browse connectors → search and add. Works in Claude Code, Claude Cowork, and Claude Chat.

Option 2: Paste into Claude CodeCopy the command below and paste it into a Claude Code conversation. Claude will run it for you.

Instructions to paste into Claude

claude plugin marketplace add anthropics/financial-services
claude plugin install wealth-management@claude-for-financial-services

First thing to try

Once it’s connected, paste this into Claude:

Help me prepare personalized client meeting briefs from portfolio data

CostFree

Trust Signals Reviewed

Stars33,440Contributors10Last updated2026-06-26LicenseApache-2.0 (OK for commercial use)Known CVEsNone foundSources: GitHub Advisory Database + OSV.dev · Scanned 2026-07-20 · scanner vattempted-no-data

Data & Access

Data processingPrompts sent to Anthropic API. Enterprise/Team plans exclude training.

Reviewer notes

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.

Things to check

Requires the Financial Analysis core plugin as a dependency; output should be reviewed by compliance before client delivery, as recommendations are generated algorithmically and may not account for all regulatory or individual circumstances.

How to evaluate tools before deploying →

Data shown here comes from public APIs and automated scanning. Reviewer notes reflect one person's experience. This is not a security certification or legal recommendation. Always evaluate tools according to your own organization's policies.

Evaluation Scores

Evaluation

Ease of Use

3/5

Versatility

3/5

Reliability

4/5

Security

4/5

Overall score3.40 / 5.00 UsableEvaluatedApr 2026

Official Anthropic. Client meeting prep, financial plans, portfolio rebalancing, tax-loss harvesting.

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