Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations.
Plugin Claude Code
Claude Code skill plugins for financial services — 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations. Skill counts are derived from the plugins//skills/ directories.
Plugin Claude Code
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.
Plugin Claude Code
Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.
Plugin Claude Code
US securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.
Plugin Claude Code
Mathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.
Plugin Claude Code
Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.
Plugin Claude Code
Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.