Vanguard Advisor Tools
vanguard-advisor-tools
Compare and evaluate investment products to prepare for client conversations
What is Vanguard Advisor Tools?
Vanguard Advisor Tools enables financial advisors to research and evaluate investment products across the industry within Claude. Use it to compare funds and ETFs, analyze performance metrics, and prepare data-driven insights for client discussions.
- Compare investment products across multiple fund families and ETF providers
- Evaluate fund performance metrics and characteristics
- Prepare investment analysis for client conversations
- Access Vanguard advisor resources and tools
- Support fund selection and recommendation workflows
How to install Vanguard Advisor Tools
Claude Code install command.
/plugin install vanguard-advisor-tools@claude-plugins-officialWorks with
Agents this plugin has been detected to support.
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