AptLynx

Claude Code plugin

zocks-advisor

claude-plugins-official/zocks-advisor

Checked 26 Oct 2026, 08:30 UTC · Listing refreshed from the official marketplace

Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account. productivity

At a glance

Type
Claude Code plugin
Last checked
26 Oct 2026, 08:30 UTC

Install it in Claude Code

/plugin marketplace add anthropics/claude-plugins-official
/plugin install zocks-advisor@claude-plugins-official

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