Wealth Management AI Tools for Claude

Claude SKILL.md templates for wealth advisors and family offices: portfolio construction, Monte Carlo retirement planning, tax-loss harvesting, client reporting, and estate planning checklists.

6 SKILL.md templates · Free
Load any SKILL.md template into a Claude Project and it follows the workflow. Free, no code.
How to install →

SKILL.md Templates

6
Client Investment Policy Statement Builder Client Meeting Prep & Performance Summary Estate Planning Checklist Advisor Monte Carlo Retirement Planner Portfolio Construction Advisor Tax-Loss Harvesting Optimizer

Other Categories

Finance Accounting Quant Finance Compliance & Risk Advanced Quant Crypto & DeFi AML & RegTech Commercial Banking Corporate Treasury ESG & Sustainable Finance Family Office & UHNW FP&A & Planning Insurance & Actuarial M&A & Investment Banking Private Equity & VC Real Estate Finance SMB & Startup Finance Tax & Transfer Pricing
FEEDBACK