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advisory-practice

🔌Plugin

JoelLewis/finance_skills

What it does

Security check pending

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.

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Part of

joellewis-finance_skills

financeadvisorwealth-managementfront-officecrmbilling

Installation

Add marketplace in Claude Code:

/plugin marketplace add JoelLewis/finance_skills

Step 2. Install plugin:

/plugin install advisory-practice@finance-skills

AddedFeb 24, 2026

View on GitHub Back to Plugins

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