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Plugin
financial-advisor
Draft fiduciary-compliant client communications, financial plans, portfolio reviews, and tax-loss harvesting analyses; monitor SEC/FINRA/IRS regulatory changes and generate ESG screens using SASB materiality
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npx claudepluginhub alexclowe/awesome-claude-cowork-plugins --plugin financial-advisorPopularity
Stars
Med: 0·Avg: 279
Installs
Med: 0·Avg: 1
What's Inside
Slash Commands8
Output format
/compliance-tracker
Track recent SEC, FINRA, and IRS rule updates and flag impact on client portfolios and disclosure requirements
Output format
/meeting-notes
Transform raw meeting notes into professional documentation with follow-up email
Output format
/multi-jurisdiction-tax
Coordinate tax strategy across state and country lines for clients with multi-jurisdiction exposure
Output format
/plan-summary
Generate plain-language financial plan summaries that clients can understand and reference
Supported recommendation types
/recommendation-memo
Create structured recommendation memos for financial planning decisions with compliance-friendly language
Skills3
advisory-communication
/advisory-communication
Client advisory communication with fiduciary tone, compliance-friendly language, and plain-language financial education
financial-planning
/financial-planning
Financial planning knowledge for retirement, education, estate, tax, and insurance needs analysis
regulatory-change-monitor
/regulatory-change-monitor
Regulatory change monitor — current SEC, FINRA, IRS landscape with effective dates; flags advice impacted by recent changes
Stats
Version1.1.0
Stars13
MaintenanceExcellent
LicenseMIT
Last Commit
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