financial services plugins

7 tagged financial services, measured the same way as everything else here.

Browse within: compliance 7finance 7

finance-skills

01

JoelLewis/finance_skills

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.

176 1mo ago A tokens not measured original MIT

advisory-practice

02

JoelLewis/finance_skills

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.

176 1mo ago A tokens not measured original MIT

client-operations

03

JoelLewis/finance_skills

Plugin Claude Code

Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.

176 1mo ago A tokens not measured original MIT