Financial Planning Integration

by JoelLewis

Financial Planning Integration is an AI Engineering skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Financial Planning Integration

Copy Financial Planning Integration into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration ~/.claude/skills/financial-planning-integration

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/advisory-practice/skills/financial-planning-integration/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/financial-planning-integration
Collection: One of 25 skills cataloged from this repository
Category: AI Engineering — 3475 skills

What Financial Planning Integration does

Financial Planning Integration connects planning tools with CRM, PMS, custodians, and aggregation platforms so client data and plan outputs stay synchronized. It also governs CMA and tax reference updates and maps plan results into IPS and model assignment.

Financial Planning Integration is cataloged under AI Engineering on DirSkills. Financial Planning Integration comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Financial Planning Integration

Core Concepts

Financial Planning System Architecture

The financial planning engine is the analytical hub of the advisor technology stack. It ingests client data from multiple systems, models the client's financial future, and produces outputs that drive portfolio construction, cash management, and ongoing advisory recommendations. (For the planning methodology those engines implement, see financial-planning-workflow.)

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Financial Planning Integration

What else does JoelLewis publish alongside Financial Planning Integration?
Financial Planning Integration is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Financial Planning Integration does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Financial Planning Integration compare to other AI Engineering skills?
Financial Planning Integration ranks #3034 by stars among the 3475 AI Engineering skills in this catalog. The most-starred ones next to it are Architecture Decision Records, AI-First Engineering and Agentic OS. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Financial Planning Integration against them. Open each page to compare what they document and how they install.