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A collection of Claude Code skill plugins for financial services. 91 skills across 7 domain plugins teach Claude investment management, regulatory compliance, advisory workflows, trading operations, and more — so it can assist with finance questions, build
@joellewisView PluginProcess account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating…
@joellewisView SkillEmbed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and…
@joellewisView SkillDesign and operate back-office account opening pipelines from application intake through custodian submission and activation. Use when building account opening…
@joellewisView SkillProcess and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers,…
@joellewisView SkillEnsure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. Use when the user asks about performance advertising,…
@joellewisView SkillDetermine when a product, platform, or communication crosses the regulatory line from education into investment advice requiring investment adviser…
@joellewisView Skill© 2026 Flowy · Free and open source
Built for Claude Code · Not affiliated with Anthropic
