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
Browse
Related plugins
- blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks,… - vanguard-advisor-tools
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and… - monday-crm
Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin… - airwallex-agentos
Bring Airwallex's global financial infrastructure to Claude. Orchestrate actions across your account in plain… - aws-startup-advisor
Personalized AWS guidance built on patterns from 350,000+ startups. Get architecture, cost, and security… - superpowers
Superpowers teaches Claude brainstorming, subagent driven development with built in code review, systematic debugging,… - zoominfo
Search companies and contacts, enrich leads, find lookalikes, and get AI-ranked contact recommendations. Pre-built… - rill
Skills for developing and querying projects in the Rill business intelligence platform development
Listing text is written by the maker; AptLynx lists tools and does not vouch for them. Find another tool · Browse by topic · For agents