anthropics/claude-for-financial-advisors ? reverse-engineered prompt

Build me a Claude plugin for financial advisors that comes with ready to run workflows and connects to the tools a firm already uses.

I want it to help with onboarding, pre meeting prep, post meeting notes, compliance review, prospect intake, portfolio rebalance review, alternatives briefs, and estate and tax review. It should pull live data from connected systems when available, and fall back to pasted or uploaded documents when a connector is missing. Make it feel practical for an advisor’s day, so it can gather, organize, summarize, compare, and draft materials, but always leave the final judgment and advice to the advisor.

Please make sure anything that writes back to a client system pauses for explicit approval first. The content should be clearly framed as support for financial professionals only, not investment, legal, or tax advice. If you need to look up current connector docs or plugin docs online, go ahead and do that.