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From wealth-management
Creates a personalized investment proposal for a prospective client, using the investment-proposal skill. Accepts an optional prospect name.
How this command is triggered — by the user, by Claude, or both
Slash command
/wealth-management:proposal [prospect name]The summary Claude sees in its command listing — used to decide when to auto-load this command
Load the `investment-proposal` skill to create a personalized investment proposal for a prospective client. If a prospect name is provided, use it. Otherwise ask for prospect details.
Load the investment-proposal skill to create a personalized investment proposal for a prospective client.
If a prospect name is provided, use it. Otherwise ask for prospect details.
npx claudepluginhub pa4uslf/financial-services-codex --plugin wealth-management35plugins reuse this command
First indexed Mar 26, 2026
Showing the 6 earliest of 35 plugins
/proposalCreates a personalized investment proposal for a prospective client, using the investment-proposal skill. Accepts an optional prospect name.
/sales-proposalGenerates a structured sales proposal with executive summary, ROI analysis, pricing table, implementation plan, and competitive positioning.
/proposalGenerates a polished management consulting proposal with structured sections including executive summary, approach, scope, timeline, team, and fees.
/fundraiseCreates investor pitch materials (deck outline, one-pager) and outreach email drafts for a project, using prior research data.
/proposal-writerWrites a client proposal or quote. Accepts an optional client name as argument; if omitted, prompts for project details.
/investor-brief-writerGenerates investor one-pagers, executive summaries, traction-focused cold emails, and distribution strategies from pitch deck and metrics context.