The wealth-management plugin was removed in #349 (commit 734150c, 11 Sep 2026) with no reason given in the PR, changelog, or README.
I used this plugin regularly in my business, mainly /financial-plan and the portfolio rebalancing workflow, and it has disappeared from Browse Plugins without notice.
Claude for Financial Advisors (#350) doesn't replace it for my use case:
- It is built for registered advisors (SEC Marketing Rule / Reg BI checks, CRM and custodian connectors like Wealthbox, Orion, Addepar).
- Its README says it is a reference implementation that is not actively maintained.
- It has no equivalent of /financial-plan or /tlh for simpler, non-advisor workflows.
Requests:
- Could you share why wealth-management was removed? (e.g. regulatory concerns, quality, being folded into another plugin)
- If possible, restore it to the marketplace, even marked as unmaintained.
- If it won't come back, please point to the recommended replacement and note it in the README, so existing users can switch over.
Thanks for the Financial Services plugins. Equity Research, Financial Analysis and Earnings Reviewer are still working well for me.
The wealth-management plugin was removed in #349 (commit 734150c, 11 Sep 2026) with no reason given in the PR, changelog, or README.
I used this plugin regularly in my business, mainly /financial-plan and the portfolio rebalancing workflow, and it has disappeared from Browse Plugins without notice.
Claude for Financial Advisors (#350) doesn't replace it for my use case:
Requests:
Thanks for the Financial Services plugins. Equity Research, Financial Analysis and Earnings Reviewer are still working well for me.