Claude for Financial Advisors plugin for Claude

Review any client-facing message or material (emails, letters, newsletters, social posts, website copy, presentations, performance reports, proposals) for compliance with SEC rules that govern investment advisers — th…

Prepare a meeting-ready estate and tax brief for a household: opens with what was discussed and actioned since the last meeting, in the CRM (Wealthbox/Redtail/Salesforce), pulls the estate plan from the estate platfor…

Welcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's firm, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how…

Run a portfolio review for a client or household — performance pulled from the connected portfolio platform (Orion Connect, Addepar or Envestnet/Tamarac), allocation drift analysis vs. IPS or model portfolio, model-po…

Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting from the meeting-intelligence tool or the CRM (for example Zocks or Wealthbox), or a pasted transcr…

Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context…

Start a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advis…