wealth-management plugins

by Joel Lewis

Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.

by Matt Corbett

Wealth Management (RIA Practice) specialist team — agents (ria-practice-lead, aum-revenue-analyst, client-segmentation-specialist, compliance-cadence-specialist), skills, templates, commands, an advisory hook, best-practice rules, and a research-grounded knowledge bank. A practice-ops team for an RIA principal, COO, or ops lead accountable for organic growth and advisor capacity — it separates net-new flows from market appreciation, segments clients by profitability, sizes capacity by households, and treats the compliance cadence as non-negotiable. NOT investment advice; fiduciary/SEC determinations route to compliance counsel. Inherits ravenclaude-core protocols.

by Apana

Doctrine patrimoniale et simulateurs fiscaux auditables pour conseillers en gestion de patrimoine. L'IA ne calcule pas : elle pilote des moteurs de calcul vérifiés et cite ses sources.