Financial Advisor Workflows

What it does

Pulls live data from tools a financial advisory firm already uses to gather, organize, and summarize client and market information. The advisor reviews everything and approves any changes sent back to other systems.

Who it’s for

A good fit for bookkeepers, finance teams and business owners, investors and people researching markets and busy people who want to get organised.

Finance & Accounting Investing & Trading Personal Productivity

Do you need to code?

No. You can use this without writing or editing any code.

How to install

Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.

Safety note

Gives financial info - not investment, legal, or tax advice. Advisor must approve any changes to connected accounts.

As with any add-on, only install skills from sources you trust, and read what it does first.

License

No license file found, so the reuse terms are unclear. Check the source before sharing or selling anything built with it.