What does the wealth management plugin do?

It gives an agent tools for client reviews, financial planning, portfolio analysis, and client reporting.

It is for financial advisory work where an agent is used to review clients, plan finances, analyse portfolios, and produce client reports.

wealth-management

PackCommerce & finance

This is a plugin for AI agents that adds wealth management and financial advisory tools. It lets an agent review clients, plan finances, analyse portfolios, and generate client reports. The wealth management claude plugin is aimed at advisory work where those tasks need to happen through an agent.

Unavailable. Delivery for this kind is on the roadmap — not serving yet.

Have an agent setup that supports installing plugins.

What your AI can do with it

Review clients
Carry out financial planning
Analyse portfolios
Generate client reports

Getting started

Have an agent setup that supports installing plugins.
Install the wealth-management plugin.
Ask the agent to perform a wealth management task such as a client review, financial plan, portfolio analysis, or client report.

Signals

GitHub stars: 38k
Forks: 5k
Last commit: Sep 2026

Questions

What does the wealth management plugin do?: It gives an agent tools for client reviews, financial planning, portfolio analysis, and client reporting.
Who is it for?: It is for financial advisory work where an agent is used to review clients, plan finances, analyse portfolios, and produce client reports.

Advanced

Item type: plugin
Key: anthropics-financial-services-wealth-management
Source: github.com/anthropics/financial-services

github.com/anthropics/financial-services